Vanguard S&P 500 ETFVOOETF

13F holders, Q1 2025 (March 31)
3,333holders +7
146new positions
121sold out
9famous investors
$512.72avg. 13F price*

At the end of Q1 2025, 3,333 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 7 from Q4 2024. 146 opened new positions and 121 sold out. The largest holders were Vanguard Group Inc. ($17.7B), JPMorgan Chase & Co. ($15.0B) and Raymond James Financial Inc. ($13.7B). 9 famous investors held it, including Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.3% of Gotham Asset Management's portfolio).

Company
Vanguard S&P 500 ETF
CUSIP
922908363
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 2,747Q1 2024Q2 2024: 2,833Q2 2024Q3 2024: 2,932Q3 2024Q4 2024: 3,326Q4 2024Q1 2025: 3,333Q1 2025Q2 2025: 3,391Q2 2025Q3 2025: 3,467Q3 2025Q4 2025: 3,854Q4 2025Q1 2026: 3,866Q1 2026Q2 2026: 4,016Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions146$1.9B
Exits121$1.7B

All 13F filers, Q4 2024 → Q1 2025: 42,473,823 shares bought and 23,278,022 shares sold, net +19,195,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,333 holders

Vanguard Group Inc. 0.32% Add +6.0% 34,450,749 $17.7B
JPMorgan Chase & Co. 1.15% Add +23.9% 29,230,561 $15.0B
Raymond James Financial Inc. 5.16% Add +0.9% 26,653,704 $13.7B
Bank of America Corp. 1.12% Add +2.7% 24,557,361 $12.6B
Morgan Stanley 0.88% Add +5.0% 23,942,196 $12.3B
California Public Employees Retirement System 7.88% Add +28.5% 21,952,154 $11.3B
Goldman Sachs Group Inc. 1.29% Add +2.9% 13,225,319 $6.8B
Envestnet Asset Management Inc. 1.95% Reduce -4.3% 11,779,902 $6.1B
Jones Financial Companies LLLP 4.89% Add +13.8% 10,685,240 $5.5B
Acorns Advisers, LLC 41.64% Add +3.7% 8,447,578 $4.3B
LPL Financial LLC 1.13% Add +4.3% 5,670,710 $2.9B
Ameriprise Financial Inc. 0.72% Add +10.2% 5,171,235 $2.7B
Wells Fargo & Company 0.64% Add +1.3% 5,151,276 $2.6B
Mercer Global Advisors Inc. 5.05% Add +7.6% 4,284,070 $2.2B
UBS Group AG 0.46% Add +4.0% 4,000,327 $2.1B
Cerity Partners LLC 4.12% Add +6.9% 3,898,203 $2.0B
Royal Bank of Canada 0.38% Reduce -27.4% 3,308,527 $1.7B
Assetmark, Inc. 4.45% Add +0.4% 3,152,657 $1.6B
National Mutual Insurance Federation of Agricultural Cooperatives 13.51% No change 2,925,650 $1.5B
Clal Insurance Enterprises Holdings Ltd 14.83% Add +101.5% 2,789,453 $1.4B
Citigroup Inc. 1.02% Add +23.0% 2,593,096 $1.3B
Mirae Asset Global Investments Co., Ltd. 5.27% Reduce -0.9% 2,528,730 $1.3B
Corient Private Wealth LP 2.01% Add +92.1% 2,388,198 $1.2B
HighTower Advisors, LLC 1.67% Add +12.5% 2,387,112 $1.2B
Cambridge Associates LLC /Ma/ 35.17% Add +25.2% 2,384,296 $1.2B
Wealthspire Advisors, LLC 7.22% Add +100.7% 2,351,556 $1.2B
Northwestern Mutual Wealth Management Co. 0.94% Add +15.7% 2,239,644 $1.2B
E-L Financial Corp Ltd 100.00% Reduce -10.5% 1,479,866 $1.1B
Kedalion Capital Management LLP 42.35% Reduce -54.4% 2,053,650 $1.1B
Truist Financial Corp. 1.68% Add +1.7% 2,040,819 $1.0B
FJ Investments, LLC 87.50% Add +14.3% 1,896,601 $974.7M
Envestnet Portfolio Solutions, Inc. 3.58% Reduce -13.0% 1,821,789 $936.2M
Cliftonlarsonallen Wealth Advisors, LLC 17.41% Add +15.6% 1,816,302 $933.4M
Cambridge Investment Research Advisors, Inc. 3.12% Reduce -2.8% 1,799,132 $924.6M
Provida Pension Fund Administrator 18.25% Add +40.0% 1,761,175 $905.1M
Investure, LLC 57.69% Reduce -20.6% 1,697,776 $872.5M
Pathstone Holdings, LLC 3.77% Reduce -0.6% 1,692,368 $869.8M
United Capital Financial Advisors, LLC 7.25% Reduce -0.7% 1,645,585 $845.7M
Trans-Canada Capital Inc. 66.32% Add +13.7% 1,612,320 $828.6M
Glenmede Trust Co. NA 4.29% Add +5.3% 1,554,969 $799.1M
Fisher Asset Management 0.34% Reduce -12.2% 1,531,127 $786.9M
Commonwealth Equity Services, LLC 1.10% Add +5.1% 1,510,438 $776.2M
Stifel Financial Corp. 0.81% Add +1.6% 1,479,081 $760.1M
Cetera Investment Advisers 1.45% Add +8.1% 1,454,612 $747.5M
Alaska Permanent Fund Corp 10.37% Add +170.7% 1,448,563 $738.4M
Focus Partners Wealth 1.85% Reduce -2.3% 1,430,680 $735.2M
Angeles Investment Advisors, LLC 39.32% Add +1.6% 1,421,489 $730.5M
JMG Financial Group, Ltd. 24.13% Add +3.0% 1,392,132 $715.4M
Schroder Investment Management Group 0.71% Add +11.1% 1,377,212 $703.5M
Creative Planning 0.64% Add +4.7% 1,321,307 $679.0M
Plante Moran Financial Advisors, LLC 57.05% Add +2.5% 1,290,723 $663.3M
Charles Schwab Investment Management Inc. 0.12% Add +8.9% 1,261,106 $648.1M
Bank of Montreal 0.35% Reduce -14.4% 1,259,835 $647.4M
Manufacturers Life Insurance Company, The 0.59% Add +13.9% 1,204,960 $619.2M
Clearstead Advisors, LLC 9.33% Reduce -0.5% 1,167,420 $599.9M
Cerity Partners OCIO LLC 33.52% Add +20.6% 1,152,620 $592.3M
Rockefeller Capital Management L.P. 1.45% Add +0.1% 1,142,911 $587.4M
Systematic Alpha Investments, LLC 22.23% No change 1,132,544 $582.0M
Pandi, LLC 85.61% Add +2.7% 1,084,701 $557.4M
Captrust Financial Advisors 1.38% Add +4.2% 1,067,483 $548.6M
Nicholas Hoffman & Company, LLC. 20.30% Add +9.6% 1,039,498 $534.2M
Alliancebernstein L.P. 0.19% Add +11.5% 1,002,112 $515.0M
Osaic Holdings, Inc. 1.15% Reduce -3.4% 1,000,260 $514.5M
CIBC Asset Management Inc 1.60% Add +29.9% 938,020 $482.1M
Freestone Grove Partners LP 4.84% New 915,148 $470.3M
Call To Action Foundation 100.00% Add +0.3% 908,416 $466.8M
GenTrust, LLC 22.38% Add +0.2% 907,351 $466.3M
Analyst IMS Investment Management Services Ltd. 17.40% Reduce -0.8% 871,042 $447.6M
CHURCHILL MANAGEMENT Corp 5.65% Reduce -0.9% 866,949 $445.5M
Baird Financial Group, Inc. 0.85% Reduce -2.1% 860,550 $442.2M
Macquarie Group Ltd. 0.54% Add +0.2% 851,475 $437.6M
Northwestern Mutual Investment Management Company, LLC 6.79% Add +55.7% 832,444 $427.8M
Tiaa Trust, National Association 1.30% Reduce -0.8% 813,592 $418.1M
Wealth Enhancement Advisory Services, LLC 0.79% Add +0.9% 807,691 $415.1M
Teacher Retirement System of Texas 1.72% Add +8.1% 804,143 $413.3M
Hancock Prospecting Pty Ltd 16.22% Add +233.2% 798,474 $410.3M
Diversified Trust Co. 10.15% Reduce -1.8% 798,239 $410.2M
Bessemer Group Inc. 0.73% Reduce -3.8% 788,754 $405.3M
Rakuten Investment Management, Inc. 1.84% — 788,952 $403.0M
Mariner, LLC 0.67% Add +3.4% 782,836 $402.3M
Nepc LLC 11.08% Add +9.7% 778,921 $400.3M
Wealthfront Advisers LLC 1.05% Add +6.2% 762,684 $392.0M
Makena Capital Management LLC 39.76% Add +163.1% 749,448 $385.1M
Natixis Advisors, LLC 0.71% Add +17.2% 742,651 $381.7M
Neuberger Berman Group LLC 0.32% Reduce -1.3% 732,330 $376.4M
Citizens Financial Group Inc. 7.40% Add +4.5% 729,689 $375.0M
Partners Capital Investment Group, LLP 6.30% Add +39.5% 724,788 $372.5M
MML Investors Services, LLC 1.22% Add +7.3% 714,231 $367.1M
CIBC Private Wealth Group LLC 0.74% Add +4.2% 771,008 $352.2M
Bank of New York Mellon Corp 0.07% Reduce -79.9% 683,684 $351.4M
Liquid Strategies, LLC 63.09% Add +31.8% 651,676 $334.9M
OMERS ADMINISTRATION Corp 2.78% No change 618,127 $317.3M
Hollencrest Capital Management 13.93% Reduce -2.4% 617,331 $317.3M
Texas Capital Bank Wealth Management Services Inc 31.80% Reduce -4.1% 612,462 $314.8M
SG Americas Securities, LLC 1.09% Add +4817.3% 612,455 $314.7M
Wedbush Securities Inc. 11.39% Add +1.5% 603,561 $310.2M
Beacon Pointe Advisors, LLC 3.44% Add +8.9% 595,694 $306.1M
Globe Life Inc. 89.41% Reduce -1.2% 591,983 $304.2M
Fifth Third Bancorp 1.15% Reduce -12.0% 589,505 $303.0M
Kestra Advisory Services, LLC 1.46% Add +10.0% 587,897 $302.1M
Bokf, NA 5.20% Add +5.8% 572,570 $294.2M
Valmark Advisers, Inc. 4.38% Add +4.6% 563,876 $289.8M
Sagespring Wealth Partners, LLC 7.22% Add +142.4% 1,584,082 $286.3M
Keybank National Association 1.14% Reduce -2.7% 551,880 $283.6M
MCF Advisors LLC 20.31% Reduce -0.2% 549,522 $282.4M
Acropolis Investment Management, LLC 16.37% Add +2.6% 536,972 $276.0M
Center for Financial Planning, Inc. 34.85% Add +0.9% 530,707 $272.7M
Constellation Investments, Inc. 12.91% Add +19.1% 529,000 $271.9M
BlackRock, Inc. 0.01% Reduce -2.6% 518,199 $266.3M
Old National Bancorp 6.91% Add +0.9% 511,764 $263.0M
JBF Capital, Inc. 50.33% No change 509,121 $261.6M
Sand Hill Global Advisors, LLC 10.63% Add +3.1% 502,081 $258.0M
NewEdge Advisors, LLC 1.53% Add +3.0% 500,951 $257.4M
Sun Life Financial Inc. 16.10% Reduce -11.3% 495,084 $254.4M
BOK Financial Private Wealth, Inc. 19.02% Add +2.0% 492,784 $253.2M
Citadel Advisors 0.25% Add +60.5% 492,665 $253.2M
Adventist Health System/ West 39.78% No change 490,500 $252.1M
Fiera Capital Corp 0.91% Reduce -2.0% 489,958 $251.8M
US Bancorp \de 0.33% Reduce -0.7% 482,425 $247.9M
SCS Capital Management LLC 3.08% New 470,732 $241.9M
Barclays PLC 0.11% Add +2.5% 469,543 $241.3M
Northeast Financial Consultants Inc 10.52% Reduce -0.1% 461,828 $237.3M
Karpus Management, Inc. 7.69% Reduce -1.1% 461,800 $237.3M
First Manhattan Co. Llc. 0.69% Reduce -5.7% 459,989 $236.4M
Cresset Asset Management, LLC 1.18% Add +7.6% 457,492 $235.1M
M&T Bank Corp 0.84% Reduce -2.4% 451,144 $231.8M
Wellington Management Group LLP 0.04% Add +33.4% 449,785 $231.1M
FMR LLC 0.01% Add +8.8% 448,818 $230.7M
Retirement Planning Group, LLC 10.62% Add +452.9% 440,684 $226.5M
Axis Capital Holdings Ltd. 96.16% Add +20.0% 432,675 $222.4M
Steward Partners Investment Advisory, LLC 1.92% Reduce -7.9% 423,381 $217.6M
Smithfield Trust Co 10.78% Reduce -0.9% 418,149 $215.1M
Alberta Investment Management Corp 1.53% New 414,913 $213.2M
Nissay Asset Management Corp. /Japan 1.37% No change 410,649 $211.0M
Moneta Group Investment Advisors LLC 2.91% Add +3.9% 410,508 $211.0M
Stratos Wealth Partners, LTD. 3.24% Reduce -8.1% 409,518 $210.5M
Sanctuary Advisors, LLC 1.46% Add +15.1% 405,238 $208.3M
Keel Point, LLC 15.99% Add +11.2% 400,517 $205.8M
Credit Agricole S A 0.78% New 400,001 $205.6M
Allspring Global Investments Holdings, LLC 0.35% Reduce -0.4% 395,536 $204.0M
Itau Unibanco Holding S.A. 7.82% Add +8.8% 393,640 $202.3M
Lincoln National Corp. 6.38% Reduce -0.6% 385,296 $198.0M
Janney Montgomery Scott LLC 0.56% Add +0.6% 385,093 $197.9M
Exchange Traded Concepts, LLC 3.52% Add +9257.4% 383,934 $197.3M
SBI Securities Co., Ltd. 6.54% Reduce -0.2% 381,426 $196.0M
Robertson Stephens Wealth Management, LLC 7.29% Add +2.1% 379,096 $194.8M
New York Life Insurance Co. 64.30% Reduce -39.8% 372,170 $191.3M
Fusion Family Wealth, LLC 17.37% Add +0.9% 367,680 $189.0M
Pinnacle Financial Partners Inc 3.80% Add +0.2% 359,804 $188.4M
Northern Trust Corp. 0.03% Reduce -1.3% 363,987 $187.1M
Welch Capital Partners LLC 44.50% No change 363,818 $187.0M
Ieq Capital, LLC 1.49% Add +12.2% 363,746 $186.9M
Trajan Wealth LLC 10.19% Add +1.5% 363,214 $186.7M
Hirtle & Co., LLC 8.47% Add +222.5% 362,968 $186.5M
Merit Financial Group, LLC 2.77% Add +4.4% 360,223 $185.1M
AE Wealth Management LLC 1.54% Reduce -2.1% 355,535 $182.7M
Powers Capital, LLC 99.19% Add +1.3% 355,502 $182.7M
Invictus Private Wealth, LLC 14.48% Reduce -2.9% 355,492 $182.7M
Harbour Investments, Inc. 5.22% Add +9.8% 355,407 $182.6M
Coldstream Capital Management Inc. 3.88% Add +5.4% 354,793 $182.3M
Regions Financial Corp. 1.35% Add +1.0% 353,059 $181.4M
Steel Grove Capital Advisors, LLC 26.56% Reduce -7.3% 340,778 $175.1M
Thrivent Financial for Lutherans 0.39% Reduce -12.8% 313,425 $172.4M
West Virginia University Foundation, Inc 57.12% Add +9.5% 325,816 $167.4M
Sageworth Trust Co 10.39% Add +6.9% 325,262 $167.2M
Bartlett & Co. Wealth Management LLC 2.46% Add +2.9% 325,125 $167.1M
Sterling Capital Management LLC 2.58% Reduce -4.5% 323,698 $166.4M
Lockheed Martin Investment Management Co. 6.65% Add +7.8% 317,800 $163.3M
Blue Trust, Inc. 2.08% Reduce -8.6% 315,877 $162.3M
Monashee Investment Management LLC 19.45% Add +2.4% 313,010 $160.9M
Intrust Bank NA 15.78% Add +33.3% 310,415 $159.5M
GeoWealth Management, LLC 6.37% Add +2.0% 308,613 $158.6M
OneDigital Investment Advisors LLC 1.84% Reduce -2.0% 302,983 $155.7M
United Services Automobile Association 4.76% Add +48.8% 302,535 $154.8M
Private Advisor Group, LLC 0.93% Add +1.2% 300,239 $154.3M
Human Investing LLC 26.77% Add +4.6% 295,838 $152.0M
Norinchukin Bank, The 2.79% Add +229.7% 294,980 $151.6M
Means Investment Co., Inc. 16.07% Add +110.6% 294,500 $151.3M
State of Tennessee, Department of Treasury 0.58% Reduce -42.9% 294,150 $151.2M
Wescott Financial Advisory Group, LLC 15.67% Add +4.5% 294,132 $151.2M
Brown Advisory Inc. 0.22% Reduce -1.6% 293,479 $150.8M
Fairfield University 77.26% Reduce -1.9% 293,147 $150.7M
William Marsh Rice University 63.42% Add +19.5% 292,340 $150.2M
Country Trust Bank 3.78% Add +33.6% 291,926 $150.0M
Blair William & Co. 0.45% Add +14.2% 291,311 $149.7M
First American Financial Corp 55.54% Reduce -6.4% 290,906 $149.5M
Taiyo Life Insurance Co. 13.36% No change 290,100 $149.1M
Larson Financial Group LLC 7.08% Add +8.9% 289,989 $149.0M
Zhang Financial LLC 7.85% Add +5.7% 288,860 $148.4M
Albion Financial Group 10.44% Reduce -2.1% 287,048 $147.5M
Farther Finance Advisors, LLC 3.77% Add +17.1% 285,979 $147.5M
Glassman Wealth Services 24.25% Reduce -3.0% 281,958 $144.9M
Greenwood Gearhart LLC 10.02% Add +2.2% 281,899 $144.9M
Liberty Mutual Group Asset Management Inc. 47.72% No change 279,500 $143.6M
Prime Capital Investment Advisors, LLC 1.66% Add +18.7% 277,385 $142.6M
Deutsche Bank AG 0.06% Add +62.2% 277,296 $142.5M
First Western Trust Bank 6.80% Add +0.9% 276,459 $142.1M
Betterment LLC 0.33% Add +14.5% 273,369 $140.5M
Federation des caisses Desjardins du Quebec 0.70% Add +6.0% 273,257 $140.4M
Hardy Reed LLC 12.26% Reduce -0.3% 270,555 $139.0M
Opus Capital Group, LLC 17.66% Reduce -1.1% 266,990 $137.2M
Townsquare Capital LLC 1.45% Add +19.1% 265,409 $136.4M
Janus Henderson Group PLC 0.07% Reduce -65.7% 265,608 $135.7M
Millburn Ridgefield LLC 3.28% Add +5.2% 263,721 $135.5M
Catalyst Capital Advisors LLC 2.78% Add +5.2% 263,721 $135.5M
Litman Gregory Wealth Management LLC 11.51% Reduce -0.8% 261,153 $134.2M
Alerus Financial NA 10.71% Reduce -1.1% 260,216 $133.7M
Gleason Group, Inc. 23.45% Add +2.1% 252,563 $129.8M
Korea Investment CORP 0.31% No change 252,398 $129.7M
DAVENPORT & Co LLC 0.76% Reduce -7.2% 251,306 $129.1M
Allen Investment Management, LLC 1.51% Add +0.8% 251,230 $129.1M
Allianz Asset Management GmbH 0.19% Reduce -27.9% 250,278 $128.6M
Pinion Investment Advisors, LLC 28.20% Add +102.4% 249,022 $128.0M
Chicago Partners Investment Group LLC 4.25% Add +5.2% 247,806 $127.8M
Equitable Holdings, Inc. 1.21% Add +6.6% 248,634 $127.8M
Equitable Trust Co. 7.00% Add +1.6% 245,863 $126.4M
Lutz Financial Services LLC 10.25% Reduce -1.7% 243,585 $125.2M
Bogart Wealth, LLC 5.91% Add +0.2% 243,415 $125.1M
OneAscent Financial Services LLC 8.13% Add +91.5% 242,032 $124.8M
Forvis Mazars Wealth Advisors, LLC 2.98% Reduce -6.8% 241,840 $124.3M
Savant Capital, LLC 1.05% Reduce -25.8% 241,688 $124.2M
AMG National Trust Bank 3.47% Add +22.5% 240,875 $123.8M
GoalVest Advisory LLC 33.76% Add +1.3% 238,906 $122.8M
Tredje AP-fonden 1.14% New 237,025 $121.8M
Global Wealth Strategies & Associates 36.63% Add +4.7% 235,168 $120.9M
Capula Management Ltd 0.89% New 235,000 $120.8M
Banco Santander, S.A. 1.32% Add +383.7% 233,475 $120.0M
ALM First Financial Advisors, LLC 27.36% Reduce -7.1% 274,615 $119.7M
Concurrent Investment Advisors, LLC 2.91% Add +24.8% 232,376 $119.4M
Cwm, LLC 0.48% Reduce -1.1% 232,147 $119.3M
D.A. Davidson & Co. 0.94% Add +3.6% 227,621 $117.0M
World Investment Advisors 3.02% Reduce -5.4% 225,575 $115.9M
Condor Capital Management 10.78% Add +2.0% 225,301 $115.8M
Peapack Gladstone Financial Corp. 1.72% Add +0.4% 225,163 $115.7M
Meiji Yasuda Life Insurance Co 2.29% Add +375.6% 223,599 $114.9M
Wiser Wealth Management, Inc 31.83% Add +0.1% 220,752 $113.4M
Ancora Advisors LLC 2.53% Reduce -13.7% 220,507 $113.3M
Venturi Wealth Management, LLC 5.88% Reduce -11.7% 219,546 $112.8M
OP Asset Management Ltd 1.90% — 219,490 $112.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +173.3% 218,630 $112.4M
Arrow Financial Corp 12.48% Add +0.3% 217,197 $111.6M
One Day In July LLC 11.17% Add +0.4% 217,051 $111.5M
Lido Advisors, LLC 0.66% Add +3.3% 216,799 $111.4M
Yarbrough Capital, LLC 4.78% No change 216,447 $111.2M
Clarius Group, LLC 6.94% Add +32.3% 215,107 $110.5M
Proficio Capital Partners LLC 8.53% Add +6.7% 209,546 $110.4M
Steele Capital Management, Inc. 5.61% Add +1.4% 209,417 $107.7M
Kensington Asset Management, LLC 11.28% Reduce -72.4% 208,811 $107.3M
Agf Management Ltd. 0.57% Add +8.8% 207,321 $106.5M
Capstone Investment Advisors, LLC 1.22% Reduce -91.1% 205,787 $105.8M
Optas, LLC 18.38% Add +99.5% 205,539 $105.6M
J. Safra Sarasin Holding AG 1.86% Add +5.4% 200,094 $102.8M
Southern Farm Bureau Life Insurance 15.02% Reduce -8.8% 199,115 $102.3M
Mesirow Financial Investment Management, Inc. 1.98% Add +1.1% 198,821 $102.2M
Arkos Global Advisors 14.80% Add +1.3% 196,034 $100.7M
Caprock Group, LLC 3.07% Add +5.0% 195,932 $100.7M
StoneX Group Inc. 5.42% Add +1.4% 192,077 $98.7M
Fund Evaluation Group, LLC 4.25% New 191,119 $98.2M
Avantax Advisory Services, Inc. 0.58% Add +2.2% 186,945 $96.1M
Tectonic Advisors LLC 6.00% Add +2.6% 186,676 $95.9M
Mayport, LLC 26.43% Add +12.5% 186,549 $95.9M
Atria Wealth Solutions, Inc. 1.15% Reduce -20.8% 185,727 $95.4M
EP Wealth Advisors, LLC 0.76% Add +25.7% 184,743 $94.9M
Quantinno Capital Management LP 0.61% Add +171.4% 183,665 $94.4M
Crane Advisory, LLC 16.74% Add +5.8% 188,782 $92.6M
Bell Bank 4.94% Add +12.6% 177,995 $91.5M
MA Private Wealth 17.04% Add +1.0% 176,249 $90.6M
RFG Holdings, Inc. 29.45% Add +5.3% 176,023 $90.5M
Apollon Wealth Management, LLC 1.99% Add +4.3% 175,742 $90.3M
Standpoint Asset Management, LLC 16.57% Add +7.1% 175,000 $89.9M
Efficient Advisors, LLC 5.81% Reduce -1.3% 173,629 $89.2M
CJM Wealth Advisers, Ltd. 31.03% Add +1.3% 170,999 $87.9M
Mill Creek Capital Advisors, LLC 2.10% Add +0.2% 168,898 $86.8M
Charles Schwab Trust Co 7.26% Reduce -0.4% 168,646 $86.7M
HB Wealth Management, LLC 0.72% Add +7.6% 166,971 $85.8M
Atria Investments, Inc 1.10% Reduce -6.3% 166,895 $85.8M
Bank Hapoalim BM 12.92% Add +298.1% 166,883 $85.8M
Sepio Capital, LP 6.78% Reduce -0.8% 166,696 $85.7M
RMR Wealth Builders 9.00% Add +3.3% 166,308 $85.5M
Affiance Financial, LLC 19.79% Add +5.1% 165,296 $84.9M
National Philanthropic Trust 1.37% Add +30.5% 164,957 $84.8M
Trevian Wealth Management LLC 60.37% Add +13.9% 164,948 $84.8M
Advisor OS, LLC 9.61% Reduce -8.2% 164,345 $84.5M
Ironclad Investments LLC 47.52% Add +6.3% 164,258 $84.4M
Grove Bank & Trust 11.21% Reduce -2.0% 163,208 $83.9M
Strategic Investment Advisors / MI 8.75% Add +7.8% 160,701 $82.6M
Conrad Siegel Investment Advisors, Inc. 21.15% Reduce -0.2% 160,388 $82.4M
WASHINGTON TRUST Co 3.12% Add +6.3% 158,246 $81.3M
SilverOak Wealth Management LLC 17.46% Add +1.7% 157,160 $80.8M
Aspiriant, LLC 2.77% Add +2.5% 155,377 $79.8M
Choreo, LLC 1.24% Add +5.8% 155,241 $79.8M
Performa Ltd (US), LLC 26.41% Add +14.2% 154,500 $79.4M
Wedmont Private Capital 4.07% Reduce -2.9% 161,780 $79.4M
Manning & Napier Advisors LLC 0.98% Add +16.0% 154,170 $79.2M
Orion Porfolio Solutions, LLC 0.78% Add +2.4% 153,937 $79.1M
Orion Portfolio Solutions, LLC 0.78% Add +2.4% 153,937 $79.1M
Turtle Creek Wealth Advisors, LLC 11.78% Add +19.6% 153,631 $79.0M
Stordahl Capital Management, Inc. 18.71% Add +3.6% 153,540 $78.9M
Stephens Consulting, LLC 19.69% Add +1.8% 152,385 $78.3M
WestHill Financial Advisors, Inc. 17.82% Reduce -2.7% 151,583 $77.9M
Compass Financial Group, INC 14.69% Add +5.8% 151,113 $77.7M
MJP Associates Inc. 13.92% Reduce -8.2% 150,079 $77.1M
AQR Capital Management 0.08% Add +25.0% 149,746 $77.0M
Obermeyer Wealth Partners 4.11% Add +3.6% 149,699 $76.9M
HSBC Holdings PLC 0.05% Add +5.0% 148,850 $76.5M
Evoke Wealth, LLC 1.99% Add +2.8% 148,596 $76.4M
Circle Wealth Management, LLC 1.75% Add +0.6% 146,947 $75.5M
NorthCoast Asset Management LLC 0.38% Reduce -15.1% 146,506 $75.3M
Warren Street Wealth Advisors, LLC 29.31% Add +4.5% 145,610 $74.8M
PNC Financial Services Group, Inc. 0.04% Add +20.0% 145,504 $74.8M
Webster Bank, N. A. 8.22% Reduce -0.5% 145,459 $74.8M
Texas Capital Bancshares Inc 31.60% Add +1.6% 144,475 $74.2M
Cambridge Advisors Inc. 16.23% Add +0.1% 144,194 $74.1M
Angeles Wealth Management, LLC 6.11% Add +2.5% 143,042 $73.5M
Daido Life Insurance Co. 9.95% Add +20.9% 142,802 $73.4M
CFO4Life Group, LLC 12.25% Add +62.6% 141,621 $72.8M
BIP Alliance, LLC 30.72% Add +12.4% 141,365 $72.6M
Victory Capital Management Inc. 0.08% Reduce -50.3% 141,104 $72.5M
Goldstone Financial Group, LLC 10.89% Add +7.2% 139,955 $71.9M
Comerica Bank 0.30% Add +1.3% 138,494 $71.2M
Brighton Securities Corp. 34.63% Reduce -7.4% 138,217 $71.0M
Composition Wealth, LLC 1.42% Add +7.1% 137,644 $70.7M
&partners 0.75% Add +44.9% 137,926 $70.7M
P/E Global LLC 15.59% Add +37.1% 134,036 $68.9M
Evermay Wealth Management LLC 9.04% Reduce -1.1% 133,940 $68.8M
Brass Tax Wealth Management, Inc. 14.45% Reduce -5.5% 133,819 $68.8M
Commerce Bank 0.44% Add +2.9% 133,490 $68.6M
Permanent Capital Management, LP 19.61% Add +15.8% 133,173 $68.4M
Francis Financial, Inc. 16.49% Add +0.3% 131,921 $67.8M
West Financial Advisors, LLC 12.87% Add +3.3% 131,770 $67.7M
Elwood & Goetz Wealth Advisory Group, LLC 16.50% Reduce -0.4% 131,439 $67.5M
Empire Life Investments Inc. 4.35% Reduce -9.6% 130,084 $66.9M
Simon Quick Advisors, LLC 3.79% Add +10.9% 129,619 $66.6M
Common Fund for Nonprofit Organizations 7.37% Reduce -1.8% 129,032 $66.3M
Jefferies Financial Group Inc. 1.18% Add +0.7% 127,671 $65.6M
Brio Consultants, LLC 10.30% Add +13.7% 127,599 $65.6M
CoreCap Advisors, LLC 2.88% Add +1.0% 127,363 $65.5M
Progeny 3, Inc. 4.43% No change 125,200 $64.3M
Standard Family Office LLC 84.41% No change 125,136 $64.3M
MAI Capital Management 0.48% Add +3.5% 124,223 $63.8M
Amtrust Financial Services, Inc. 31.40% No change 124,000 $63.7M
Vestmark Advisory Solutions, Inc. 1.63% New 123,090 $63.3M
Scott Capital Advisors, LLC 18.75% Reduce -5.3% 122,340 $62.9M
Bank of Nova Scotia 0.14% Reduce -1.2% 121,464 $62.4M
Summit Wealth Group, LLC 18.15% Add +0.2% 120,804 $62.1M
American Family Investments, Inc. 4.29% No change 120,344 $61.8M
Selective Wealth Management, Inc. 26.84% Reduce -3.3% 125,699 $61.7M
Pure Financial Advisors, LLC 1.28% Add +16.2% 119,108 $61.2M
Franklin, Parlapiano, Turner & Welch, LLC 16.39% Reduce -1.5% 118,222 $60.8M
Savvy Advisors, Inc. 6.06% Reduce -1.9% 117,290 $60.3M
Stephens Inc. 0.88% Add +5.1% 116,646 $59.9M
Fortune 45 LLC 38.83% Reduce -2.2% 115,349 $59.3M
Sierra Capital LLC 7.12% Add +1.3% 115,068 $59.1M
Cook Wealth, LLC 28.69% Add +0.6% 115,143 $59.1M
Fidato Wealth LLC 45.16% Add +2.3% 114,832 $59.0M
Oldfather Financial Services, LLC 22.27% Reduce -2.3% 114,184 $58.7M
Perigon Wealth Management, LLC 1.51% Reduce -4.6% 113,998 $58.6M
Redwood Investment Management, LLC 6.33% Add +77.6% 113,563 $58.4M
Nadler Financial Group, Inc. 6.45% Reduce -1.1% 113,364 $58.3M
Jasper Ridge Partners, L.P. 1.86% Reduce -6.3% 112,384 $57.8M
Proffitt & Goodson Inc. 9.44% Add +5.3% 111,675 $57.4M
NorthRock Partners, LLC 1.92% Reduce -1.3% 111,129 $57.1M
Acorn Financial Advisory Services Inc. 10.22% Reduce -21.8% 110,010 $56.5M
Lansing Street Advisors 18.80% Add +9.9% 109,294 $56.2M
Wealthcare Advisory Partners LLC 1.51% Reduce -13.0% 109,172 $56.1M
Kestra Private Wealth Services, LLC 0.93% Reduce -12.4% 108,363 $55.7M
Beaird Harris Wealth Management, LLC 4.70% Add +12.0% 107,663 $55.3M
Aptus Capital Advisors, LLC 0.63% Add +12.3% 107,535 $55.3M
Roundview Capital LLC 3.92% Add +3.2% 105,778 $54.4M
Integrated Wealth Concepts LLC 0.63% Reduce -7.7% 104,378 $53.6M
Financial Counselors Inc. 0.81% Reduce -7.4% 104,205 $53.6M
Strategic Blueprint, LLC 2.92% Add +39.8% 104,062 $53.5M
Northeast Investment Management 2.48% Reduce -0.4% 103,336 $53.1M
J.W. Cole Advisors, Inc. 1.64% Reduce -42.5% 103,073 $53.0M
Fiducient Advisors LLC 6.57% Reduce -13.7% 102,380 $52.6M
Ballentine Partners, LLC 0.90% Reduce -1.2% 101,518 $52.2M
AJ Advisors, LLC 26.65% Add +3.4% 101,304 $52.1M
Scotia Capital Inc. 0.28% Add +4.2% 100,796 $51.8M
Brookstone Capital Management 0.74% Add +9.8% 100,761 $51.8M
Privium Fund Management (UK) Ltd 39.97% Reduce -25.8% 99,735 $51.8M
SoundView Advisors Inc. 21.32% Add +4.2% 100,539 $51.7M
TradeWell Securities, LLC. 28.15% Reduce -2.0% 99,423 $51.1M
Sigma Planning Corp 1.63% Add +1.6% 99,204 $51.0M
Twele Capital Management, Inc. 10.67% Add +4.8% 97,910 $50.3M
Bailard, Inc. 1.30% Add +9.0% 97,847 $50.3M
AmeriServ Wealth Advisors 28.86% Add +0.5% 97,112 $49.9M
Fifth Third Securities, Inc. 4.20% Add +1.9% 96,774 $49.7M
Kingsview Wealth Management, LLC 0.94% Add +6.2% 96,759 $49.7M
Choate Investment Advisors 1.24% Add +0.7% 96,735 $49.7M
Valeo Financial Advisors, LLC 1.39% Add +47.3% 96,681 $49.7M
Summit Financial, LLC 1.39% Add +13.6% 96,643 $49.7M
Daymark Wealth Partners, LLC 2.12% Reduce -27.2% 96,145 $49.4M
Fragasso Financial Advisors Inc 3.65% Reduce -5.8% 95,674 $49.2M
Gitterman Wealth Management, LLC 13.03% New 95,426 $49.0M
West Paces Advisors Inc. 11.16% Add +33.2% 95,327 $49.0M
Safir Wealth Advisors, LLC 38.82% Reduce -1.1% 95,175 $48.9M
Capital Group Private Client Services, Inc. 0.48% Add +5.9% 94,927 $48.8M
Allworth Financial LP 0.27% Add +1.8% 96,746 $48.6M
HBK Sorce Advisory LLC 1.42% Add +1.6% 94,186 $48.4M
AlTi Global, Inc. 1.27% Reduce -8.6% 93,969 $48.3M
Simplicity Wealth,LLC 3.74% Add +16.4% 93,536 $48.1M
Hillcrest Wealth Advisors - NY, LLC 23.73% Add +2.5% 93,241 $47.9M
Investment Research & Advisory Group, Inc. 20.01% Add +2.6% 93,201 $47.9M
Ciovacco Capital Management LLC 33.54% Reduce -1.0% 93,182 $47.9M
Hill Island Financial LLC 14.02% Add +9.1% 93,042 $47.8M
Crestmont Private Wealth LLC 20.57% Add +4.8% 92,452 $47.5M
Freestone Capital Holdings, LLC 1.78% Reduce -2.0% 92,436 $47.5M
Cantor Fitzgerald Investment Advisors L.P. 3.44% Reduce -0.9% 92,009 $47.3M
Kearns & Associates LLC 30.49% Reduce -1.2% 91,459 $47.0M
Souders Financial Advisors 6.55% Reduce -6.1% 91,279 $46.9M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 7.69% No change 90,637 $46.6M
Level Financial Advisors 15.79% Reduce -0.0% 90,386 $46.5M
Olympus Wealth Management, LLC 20.21% Add +12.7% 89,564 $46.0M
Trust Co of Tennessee 11.50% Add +3.5% 89,295 $45.9M
Salomon & Ludwin, LLC 4.88% Reduce -0.7% 89,034 $45.8M
Drucker Wealth 3.0, LLC 10.02% Add +37.3% 88,551 $45.5M
Okabena Investment Services Inc. 11.40% Add +80.7% 88,092 $45.3M
Advanced Asset Management Advisors Inc 12.42% Reduce -0.0% 87,905 $45.2M
Wit, LLC 1.29% No change 87,844 $45.1M
3Chopt Investment Partners, LLC 11.76% Reduce -2.0% 87,348 $44.9M
Fort Washington Investment Advisors Inc. 0.27% Add +5.2% 86,958 $44.7M
Gentry Private Wealth, LLC 36.55% Add +2454.2% 86,460 $44.4M
Ameraudi Asset Management, Inc. 25.42% Add +3.7% 86,432 $44.4M
Rathbones Group PLC 0.21% Reduce -18.2% 86,250 $44.3M
Wilmington Savings Fund Society, FSB 0.83% Reduce -25.5% 85,963 $44.2M
Fiduciary Trust Co 0.58% Add +0.7% 85,908 $44.1M
O'shaughnessy Asset Management, LLC 0.35% Add +18.1% 85,535 $44.0M
David Kennon Inc 17.41% Reduce -1.9% 85,082 $43.7M
CENTRAL TRUST Co 1.07% Add +13.1% 85,046 $43.7M
Kickstand Ventures, Llc. 11.04% Reduce -5.3% 83,400 $42.9M
Gladstone Institutional Advisory LLC 2.00% Reduce -1.9% 83,305 $42.8M
Sompo Asset Management Co., Ltd. 7.94% Add +1.3% 83,231 $42.8M
Hikari Tsushin, Inc. 2.85% Reduce -6.7% 82,602 $42.4M
Sage Mountain Advisors LLC 3.13% Reduce -4.1% 82,564 $42.4M
Crescent Grove Advisors, LLC 4.40% Add +0.2% 82,164 $42.2M
Guardian Wealth Advisors, LLC / NC 3.37% Add +3.2% 81,886 $42.1M
Next Level Wealth Planning, LLC 31.64% Add +6.0% 81,276 $41.8M
Taikang Asset Management (Hong Kong) Co Ltd 5.69% Add +1.2% 81,230 $41.7M
Jump Financial, LLC 0.64% Reduce -22.8% 80,932 $41.6M
Moody National Bank Trust Division 4.32% Add +27.1% 80,714 $41.5M
LM Advisors LLC 7.41% Add +3.0% 79,502 $40.9M
HBW Advisory Services LLC 5.80% Reduce -2.7% 79,424 $40.8M
Resolute Advisors LLC 11.76% Add +2.5% 79,338 $40.8M
Mutual Advisors, LLC 1.16% Reduce -10.0% 80,010 $40.5M
Rolek Wealth Management LLC 41.92% Add +13.5% 81,956 $40.5M
Fiduciary Group, LLC 4.04% Add +3.4% 78,458 $40.3M
BCK Partners, Inc. 25.13% Add +1.2% 78,354 $40.3M
Front Street Capital Management, Inc. 7.62% Add +9.1% 77,791 $40.0M
Afbi LP 100.00% — 77,600 $39.9M
Modern Wealth Management, LLC 1.27% Add +1.8% 77,478 $39.8M
BNP Paribas Financial Markets 0.03% Add +1.1% 77,163 $39.7M
Garde Capital, Inc. 2.27% Reduce -1.1% 77,001 $39.6M
Galilei Investment Office LLP 21.40% Add +1.3% 78,717 $39.5M
Financial Sense Advisors, Inc. 11.29% Add +5.6% 76,818 $39.5M
Sellwood Investment Partners LLC 20.53% Add +3.7% 76,531 $39.3M
ForthRight Wealth Management, LLC 13.15% Add +1.6% 76,499 $39.3M
CW Advisors, LLC 0.47% Add +9.2% 76,196 $39.2M
Steph & Co. 14.08% Reduce -8.0% 76,197 $39.2M
Wolverine Trading, LLC 1.24% Add +228.4% 76,579 $39.1M
B.O.S.S. Retirement Advisors, LLC 11.30% Add +12.7% 75,856 $39.0M
Prudential PLC 0.20% Add +10.2% 75,590 $38.8M
Capital Management Associates, Inc 8.77% Add +68.1% 75,321 $38.7M
MBM Wealth Consultants, LLC 11.43% Add +0.9% 75,272 $38.7M
Ameritas Investment Partners, Inc. 1.33% Reduce -2.6% 75,241 $38.7M
Liberty Square Wealth Partners LLC 14.75% Add +2.5% 75,189 $38.6M
Retirement Capital Strategies 15.04% Add +0.1% 74,971 $38.5M
TD Private Client Wealth LLC 1.06% Add +4.4% 74,783 $38.4M
Dunhill Financial, LLC 17.45% Add +2.5% 84,958 $38.4M
Susquehanna International Group, LLP 0.06% Add +230.8% 74,448 $38.3M
Fiduciary Wealth Partners, LLC 33.03% — 74,373 $38.2M
Oak Harvest Investment Services 5.31% Reduce -0.6% 73,942 $38.0M
Franklin Resources Inc. 0.01% Add +13.7% 73,688 $37.9M
Greenleaf Trust 0.34% Add +2.6% 73,256 $37.6M
GTS Securities LLC 1.62% Add +378.5% 72,937 $37.5M
CANADA LIFE ASSURANCE Co 0.07% Reduce -26.0% 72,858 $37.4M
Conquis Financial LLC 38.83% Reduce -0.4% 72,785 $37.4M
Tenon Financial LLC 23.15% Add +6.3% 72,780 $37.4M
Oppenheimer & Co. Inc. 0.56% Add +21.0% 72,683 $37.4M
Money Concepts Capital Corp. 2.78% Add +5.0% 72,234 $37.1M
Agur Provident & Training Funds Management Ltd. 14.71% Reduce -13.2% 71,525 $36.8M
Rwa Wealth Partners, LLC 0.46% Reduce -7.4% 71,000 $36.5M
IFG Advisors, LLC 7.01% Add +14.7% 70,804 $36.4M
Compound Planning, Inc. 1.65% Add +25.6% 70,482 $36.2M
Bank Julius Baer & Co. Ltd, Zurich 0.12% Reduce -68.8% 70,459 $36.2M
Rehmann Capital Advisory Group 2.27% Add +17.0% 70,300 $36.1M
Rooted Wealth Advisors, Inc. 15.51% Add +1.3% 77,431 $36.0M
Fort Point Capital Partners LLC 4.01% Reduce -1.4% 69,791 $35.9M
Parisi Gray Wealth Management 11.68% Reduce -5.2% 69,579 $35.8M
Landmark Wealth Management, LLC 15.65% Add +5.8% 69,054 $35.5M
Waverly Advisors, LLC 0.43% Add +15.9% 68,962 $35.4M
Cibc World Market Inc. 0.08% Add +1.1% 68,691 $35.3M
Avior Wealth Management, LLC 1.34% Add +1.3% 68,424 $35.2M
NWF Advisory Services Inc. 4.93% Add +0.8% 68,354 $35.1M
Phillips Financial Management, LLC 2.71% Reduce -0.9% 68,205 $35.1M
Gotham Asset Management 0.29% Add +192.9% 68,057 $35.0M
Ocean Park Asset Management, LLC 1.24% Reduce -25.9% 67,861 $34.9M
Principal Financial Group Inc. 0.02% Add +4.0% 67,760 $34.8M
EMC Capital Management 20.96% Add +1.8% 67,585 $34.8M
Innovative Wealth Building LLC 31.91% Add +6.6% 67,389 $34.6M
Associated Banc-Corp 1.05% Add +1.4% 67,270 $34.6M
Zurich Insurance Group Ltd 0.28% Reduce -7.6% 65,551 $34.5M
Sheets Smith Wealth Management 4.27% Add +5.0% 66,939 $34.4M
JDM Financial Group LLC 17.37% Reduce -1.7% 66,601 $34.2M
CSS LLC 6.85% Reduce -4.2% 66,570 $34.2M
SigFig Wealth Management, LLC 1.22% Reduce -0.5% 66,076 $33.8M
Kinsale Capital Group, Inc. 8.28% Add +0.4% 65,494 $33.7M
Eagle Wealth Strategies LLC 20.61% Reduce -5.6% 65,328 $33.6M
Avion Wealth 8.53% No change 61,700 $33.2M
TD Waterhouse Canada Inc. 0.27% Reduce -8.6% 64,131 $33.1M
Busey Bank 1.11% Add +1528.3% 64,318 $33.1M
Pittenger & Anderson Inc. 1.21% Reduce -3.0% 64,041 $32.9M
Prospera Financial Services Inc 0.75% Add +49.8% 63,615 $32.7M
Vident Advisory, LLC 0.48% Reduce -45.2% 63,579 $32.7M
Geneos Wealth Management Inc. 1.09% Add +7.6% 63,569 $32.7M
Mather Group, Llc. 0.38% Add +1.6% 63,325 $32.5M
Oak Root LLC 4.35% Reduce -3.2% 63,183 $32.5M
Mitchell McLeod Pugh & Williams Inc. 6.66% Add +2.4% 62,646 $32.2M
Legacy Financial Group LLC 4.94% Reduce -7.9% 62,547 $32.1M
Plancorp, LLC 1.27% Add +0.7% 62,417 $32.1M
Aufman Associates Inc 22.04% Reduce -3.0% 62,391 $32.1M
Evercore Wealth Management, LLC 0.51% Add +4.8% 61,331 $31.5M
Carolinas Wealth Consulting LLC 6.77% Add +1.2% 61,228 $31.5M
Sfm, LLC 23.04% Add +0.8% 60,973 $31.3M
University of Chicago 47.39% No change 60,891 $31.3M
Sage Financial Group Inc. 2.52% Add +0.1% 60,832 $31.3M
R. W. Roge & Company, Inc. 17.05% Reduce -2.3% 60,559 $31.1M
Clifford Group, LLC 28.65% Add +8.8% 59,676 $30.7M
Nan Shan Life Insurance Co., Ltd. 0.72% Add +36.1% 59,559 $30.6M
AlphaCore Capital LLC 2.60% New 59,504 $30.6M
Leavell Investment Management, Inc. 1.51% Add +2.3% 59,460 $30.6M
Boyd Wealth Management, LLC 15.21% Reduce -25.7% 59,398 $30.5M
Financial Management Professionals, Inc. 3.88% Add +4.2% 59,166 $30.4M
Fulton Bank, N.A. 1.22% Add +8.7% 58,984 $30.3M
St. Louis Trust Co 4.39% Add +17.1% 58,959 $30.3M
Jackson Wealth Management, LLC 3.68% Reduce -55.2% 58,900 $30.3M
Aurelius Family Office LLC 15.34% Add +0.4% 58,838 $30.2M
Howland Capital Management LLC 1.34% Add +66.5% 58,622 $30.1M
Claro Advisors Inc. 4.02% Add +4.3% 58,441 $30.0M
Intelligent Financial Strategies 15.30% Reduce -2.8% 57,072 $29.3M
Legacy PCG, LLC 20.64% Reduce -1.5% 56,949 $29.3M
Cynosure Group, LLC 4.03% Add +49.6% 56,875 $29.2M
Securian Asset Management, Inc. 0.89% Reduce -4.7% 56,858 $29.2M
BCS Wealth Management 7.50% Add +11.1% 56,735 $29.2M
Integral Investment Advisors, Inc. 9.29% Add +8.6% 56,648 $29.1M
Crestwood Advisors Group, LLC 0.55% Add +5.0% 56,553 $29.1M
Topsail Wealth Management, LLC 5.91% Add +0.1% 56,529 $29.1M
Atlas Legacy Advisors, LLC 7.37% Add +110.6% 56,466 $29.0M
Diversify Advisory Services, LLC 1.81% Reduce -1.6% 56,929 $29.0M
BBR Partners, LLC 2.04% Add +0.1% 56,197 $28.9M
Bear Mountain Capital, Inc. 11.13% Add +5.8% 56,509 $28.8M
Trek Financial, LLC 2.05% Reduce -20.9% 55,192 $28.4M
Boston Family Office LLC 2.00% Add +25.3% 54,992 $28.3M
Cordgrass Capital Advisors, LLC 8.06% Add +2.3% 54,870 $28.2M
Basso Capital Management, L.P. 23.92% Add +8.8% 54,672 $28.1M
Landmark Wealth Management, Inc. 13.40% Add +720.5% 54,654 $28.1M
Fidelis Capital Partners, LLC 2.98% Add +69.4% 55,477 $28.1M
Synovus Financial Corp. 0.36% Reduce -6.4% 54,585 $28.1M
Stratos Wealth Advisors, LLC 1.53% Add +8.0% 54,263 $27.9M
Royal Fund Management, LLC 3.31% Add +2.5% 53,655 $27.8M
IFG Advisory, LLC 1.53% Reduce -9.1% 53,877 $27.7M
QRG Capital Management, Inc. 0.29% Add +3.8% 53,731 $27.6M
Curated Wealth Partners LLC 3.56% Add +10.3% 53,493 $27.5M
Rareview Capital LLC 17.36% Add +106.7% 53,312 $27.4M
Oxler Private Wealth LLC 9.52% Add +0.3% 52,733 $27.1M
Meridian Financial Partners LLC 13.71% Reduce -4.7% 52,587 $27.0M
Parsons Capital Management Inc. 1.47% Add +2.1% 52,464 $27.0M
Charter Oak Capital Management, LLC 2.47% Reduce -6.6% 52,408 $26.9M
Foundations Investment Advisors, LLC 0.50% Reduce -4.1% 52,337 $26.9M
National Bank of Canada 0.03% Reduce -51.9% 52,106 $26.8M
Canton Hathaway, LLC 5.40% Add +0.0% 51,970 $26.7M
Applied Capital LLC 13.09% Add +9.0% 51,914 $26.7M
GenWealth Group, Inc. 5.87% Add +2.4% 51,809 $26.6M
Spire Wealth Management 0.85% Add +61.1% 51,739 $26.6M
Johnson Investment Counsel Inc. 0.26% Add +11.3% 51,555 $26.5M
Focus Financial Network, Inc. 1.07% Add +0.2% 51,159 $26.3M
PFG Advisors 1.46% Add +2.5% 50,920 $26.2M
Trust Co. of Vermont 1.30% Add +21.7% 50,552 $26.0M
Cullen/Frost Bankers, Inc. 0.36% Add +1.7% 50,238 $25.8M
Aspire Capital Advisors LLC 7.68% Reduce -18.7% 50,100 $25.7M
EverSource Wealth Advisors, LLC 1.41% Reduce -11.6% 50,011 $25.7M
TRB Advisors LP 12.18% Reduce -92.3% 50,000 $25.7M
Sandy Cove Advisors, LLC 10.30% Add +2.5% 49,913 $25.7M
Brooklyn FI, LLC 7.89% Add +1.0% 45,137 $25.6M
Diana Davis Spencer Foundation 8.87% No change 49,675 $25.5M
Woodside Wealth Management LLC 23.58% — 49,495 $25.4M
Journey Beyond Wealth, LLC 23.77% Add +3.0% 49,491 $25.4M
Trust Co of the South 5.30% Reduce -5.0% 49,365 $25.4M
Tompkins Financial Corp. 2.42% Add +13.9% 49,258 $25.3M
Baker Tilly Wealth Management, LLC 9.92% Add +7.1% 49,217 $25.3M
EnRich Financial Partners LLC 8.49% Reduce -3.1% 49,215 $25.3M
Bowman & Co S.C. 12.45% Add +31.5% 49,066 $25.2M
Belpointe Asset Management LLC 1.31% Add +14.9% 48,938 $25.2M
Beacon Harbor Wealth Advisors, Inc. 5.84% Reduce -33.6% 48,897 $25.1M
Level Four Advisory Services, LLC 1.03% Reduce -12.1% 48,772 $25.1M
Thompson Siegel & Walmsley LLC 0.42% Reduce -6.0% 48,672 $25.0M
Van Eck Associates Corp. 0.03% Reduce -4.3% 48,358 $24.9M
Venture Visionary Partners LLC 1.04% Add +8.0% 48,315 $24.8M
Factory Mutual Insurance Co. 0.29% New 48,200 $24.8M
First Financial Corp. 11.95% Add +1.5% 48,118 $24.7M
Wealth Group Ltd 7.18% Add +6.4% 47,690 $24.5M
PKO Investment Management Joint-Stock Co 2.77% Add +5.5% 47,558 $24.4M
Canerector Inc. 18.81% No change 45,000 $24.2M
First Citizens Bank & Trust Co. 0.61% Add +0.2% 46,860 $24.1M
NewEdge Wealth, LLC 0.44% Add +45.0% 46,812 $24.1M
First National Bank Sioux Falls 9.71% Reduce -2.3% 46,691 $24.0M
Passaic Partners LLC 3.62% Add +38.4% 46,457 $23.9M
Promus Capital, LLC 18.07% Add +0.6% 46,358 $23.8M
KilterHowling LLC 15.37% Add +3.5% 45,789 $23.8M
Unconventional Investor, LLC 14.04% Add +5.9% 46,216 $23.8M
First Merchants Corp. 0.95% Add +2.0% 46,169 $23.7M
Fairway Wealth LLC 8.66% Add +24.7% 45,600 $23.4M
First National Bank of Omaha 1.60% Reduce -7.8% 45,592 $23.4M
SOA Wealth Advisors, LLC. 4.88% Reduce -15.1% 45,485 $23.4M
Ade, LLC 13.33% Add +1.4% 45,022 $23.1M
Avidian Wealth Enterprises, LLC 1.03% Add +1.4% 44,997 $23.1M
Argent Trust Co 0.95% Add +3.2% 44,988 $23.1M
VestGen Advisors, LLC 1.05% — 44,865 $23.1M
Marshall Financial Group Inc. 7.23% Add +27.6% 44,731 $23.0M
Southeast Asset Advisors, LLC 2.81% Add +3.4% 44,664 $23.0M
Transform Wealth, LLC 1.39% Reduce -8.6% 44,559 $22.9M
Romano Brothers and Company 2.95% Add +2.1% 44,432 $22.8M
Clark Financial Services Group Inc. 15.76% Reduce -10.0% 44,274 $22.8M
CreativeOne Wealth, LLC 0.68% Add +82.9% 44,165 $22.7M
Integrated Advisors Network LLC 1.15% Add +6.7% 44,127 $22.7M
Manchester Capital Management LLC 2.78% Reduce -1.2% 44,000 $22.6M
Whittier Trust Co. of Nevada Inc. 0.57% Reduce -0.6% 43,984 $22.6M
CWS Financial Advisors, LLC 7.12% Add +3.0% 43,862 $22.5M
Kathleen S. Wright Associates Inc. 9.31% Add +12.8% 43,831 $22.5M
Sequoia Financial Advisors, LLC 0.17% Add +14.5% 43,822 $22.5M
UNIVEST FINANCIAL Corp 1.47% Reduce -2.1% 43,754 $22.5M
Baltimore-Washington Financial Advisors, Inc. 1.21% Reduce -0.3% 43,734 $22.5M
Omega Advisors (Leon Cooperman) 0.89% No change 43,593 $22.4M
High Net Worth Advisory Group LLC 6.27% Add +5.0% 43,251 $22.2M
Matrix Trust Co 3.74% Reduce -0.4% 43,181 $22.2M
Williams Jones Wealth Management, LLC. 0.28% Reduce -0.3% 42,980 $22.1M
Greenbush Financial Group, LLC 10.98% Add +5.5% 42,960 $22.1M
American Century Companies Inc. 0.01% Add +4.6% 42,900 $22.0M
IFP Advisors, Inc 0.68% Reduce -6.8% 42,825 $22.0M
CM Wealth Advisors LLC 7.03% Reduce -0.4% 42,779 $22.0M
Retirement Wealth Solutions LLC 17.63% Reduce -5.2% 42,523 $21.9M
Verum Partners LLC 5.90% Add +12.0% 42,523 $21.9M
Advisory Services Network, LLC 0.42% Add +14.8% 42,118 $21.6M
Stuart Investment Advisors, Inc. 12.16% Reduce -0.4% 41,903 $21.5M
Members Advisory Group LLC 8.98% Add +8.6% 41,791 $21.5M
Strategent Financial, LLC 19.29% Add +7.9% 41,464 $21.3M
Waldron Private Wealth LLC 1.00% Add +14.4% 41,271 $21.2M
Cascades Capital Asset Management, LLC 11.68% Reduce -7.2% 41,192 $21.2M
North Star Investment Management Corp. 1.54% Add +3.5% 41,137 $21.1M
First Bank & Trust 4.09% Add +25.7% 41,113 $21.1M
Eq LLC 9.84% Add +2.8% 41,015 $21.1M
RFG Advisory, LLC 0.57% Reduce -27.1% 41,008 $21.1M
Tritonpoint Wealth, LLC 2.00% Reduce -0.6% 40,968 $21.1M
Three Bridge Wealth Advisors, LLC 7.32% Add +0.1% 40,946 $21.0M
Evanson Asset Management, LLC 1.49% Reduce -7.9% 40,875 $21.0M
Rational Advisors, Inc. 2.20% Reduce -0.7% 40,833 $21.0M
M.D. Sass, LLC 1.85% Reduce -68.8% 40,830 $21.0M
Freedom Financial Partners LLC 9.76% Reduce -1.9% 40,792 $21.0M
Bryant Woods Investment Advisors, LLC 10.03% Add +4.9% 40,572 $20.9M
CVA Family Office, LLC 3.19% Add +3.4% 40,488 $20.8M
Fsa Wealth Partners, Inc. 7.86% Reduce -23.3% 40,451 $20.8M
Certus Wealth Management, LLC 14.02% Reduce -4.2% 38,546 $20.7M
Exencial Wealth Advisors, LLC 0.77% Reduce -1.2% 40,128 $20.6M
Benchmark Wealth Management, LLC 9.98% Add +6.0% 40,123 $20.6M
Sensible Financial Planning & Management, LLC. 4.11% Add +3.2% 40,097 $20.6M
Core Wealth Advisors, Inc. 6.56% Reduce -3.3% 40,096 $20.6M
Naples Global Advisors, LLC 1.94% Add +2.0% 39,829 $20.5M
First Command Advisory Services, Inc. 0.20% Reduce -0.4% 39,818 $20.5M
Fairscale Capital, LLC 18.47% Add +3.1% 39,795 $20.5M
Barings LLC 0.52% Reduce -24.4% 39,721 $20.4M
Family Office Research LLC 9.94% Add +7.8% 39,698 $20.4M
Kingswood Wealth Advisors, LLC 1.86% Reduce -3.3% 39,638 $20.4M
Parallel Advisors, LLC 0.46% Add +6.8% 39,582 $20.3M
Verdence Capital Advisors LLC 1.55% Reduce -0.9% 39,538 $20.3M
Conning Inc. 0.75% Reduce -0.9% 39,435 $20.3M
Plan Group Financial, LLC 7.20% Add +30.1% 39,248 $20.2M
Base Wealth Management LLC 15.26% — 38,973 $20.0M
Apexium Financial, LP 1.19% Add +8.3% 38,945 $20.0M
Rialto Wealth Management, LLC 6.28% Reduce -0.2% 38,929 $20.0M
Sound View Wealth Advisors Group, LLC 1.64% Reduce -2.0% 38,856 $20.0M
Ogorek Anthony Joseph /NY/ 6.53% Add +0.3% 38,607 $19.8M
Boston Trust Walden Corp 0.14% Add +60.9% 38,499 $19.8M
Park Presidio Capital LLC 4.92% New 38,186 $19.6M
Beaumont Financial Advisors, LLC 1.54% Reduce -2.9% 38,176 $19.6M
O'Connor Financial Group LLC 10.19% Add +10.1% 38,146 $19.6M
Asset Allocation & Management Company, LLC 9.92% Add +15.4% 38,134 $19.6M
First National Trust Co 0.78% Add +6.0% 37,793 $19.4M
Montag A & Associates Inc. 0.97% Add +3.8% 37,683 $19.4M
Synergy Investment Management, LLC 8.05% Add +7.8% 37,509 $19.3M
TrueWealth Financial Partners 11.62% Add +25.5% 37,440 $19.2M
Stonegate Investment Group, LLC 0.51% Add +5.9% 37,343 $19.2M
Riverpoint Wealth Management Holdings, LLC 4.95% Reduce -0.9% 37,302 $19.2M
Cornerstone Wealth Group, LLC 1.59% Add +0.2% 37,251 $19.1M
Ameritas Advisory Services, LLC 0.77% Reduce -39.1% 36,201 $19.1M
1834 Investment Advisors Co. 2.45% Add +15.2% 36,882 $19.0M
Lakeshore Financial Planning, Inc. 7.88% Reduce -0.2% 36,803 $18.9M
waypoint wealth counsel 11.87% Add +5.9% 36,765 $18.9M
Heritage Wealth Advisors 0.96% Add +416.9% 36,724 $18.9M
Tsfg, LLC 3.85% Add +11.8% 36,642 $18.8M
Joel Isaacson & Co., LLC 0.85% Add +4.1% 36,640 $18.8M
Secure Asset Management, LLC 3.77% Reduce -71.2% 36,370 $18.7M
Tradewinds Capital Management, LLC 5.01% Add +1241.6% 36,345 $18.7M
Guardian Financial Partners, LLC 8.94% Reduce -4.9% 36,343 $18.7M
Brighton Jones LLC 0.60% Add +4.8% 36,180 $18.6M
Great Valley Advisor Group, Inc. 0.40% Reduce -21.0% 36,132 $18.6M
Wheelhouse Advisory Group LLC 10.57% Add +2.4% 36,029 $18.5M
Cary Street Partners Financial LLC 0.58% Add +11.9% 36,026 $18.5M
Ashton Thomas Securities, LLC 5.14% Reduce -19.1% 36,019 $18.5M
Arkadios Wealth Advisors 0.70% Reduce -14.3% 35,821 $18.4M
Victory Financial Group, LLC 3.53% Reduce -7.6% 36,574 $18.4M
Tower Research Capital LLC (TRC) 0.54% New 35,404 $18.3M
Moulton Wealth Management, Inc. 13.92% Add +2.5% 35,515 $18.3M
Joel Adams & Associates, Inc. 16.41% Reduce -2.0% 35,492 $18.2M
Scarborough Advisors, LLC 2.60% Reduce -34.4% 35,491 $18.2M
Pinnacle Bancorp, Inc. 5.91% Reduce -0.5% 35,271 $18.1M
TruWealth Advisors, LLC 1.09% Add +0.6% 35,270 $18.1M
Burney Co./ 0.66% Add +9.3% 35,240 $18.1M
Spectrum Investment Advisors, Inc. 11.65% Reduce -0.4% 35,123 $18.0M
Harbor Advisory Corp. 6.05% Reduce -1.5% 35,066 $18.0M
MKT Advisors LLC 8.43% Reduce -1.3% 38,767 $18.0M
Fort Vancouver Investment Management, LLC 13.77% Reduce -0.1% 34,921 $17.9M
Signal Tree Financial Partners LLC 17.81% Add +15.1% 34,558 $17.8M
Highline Wealth Partners LLC 5.98% Add +0.5% 34,532 $17.7M
T. Rowe Price Associates Inc. 0.00% Add +41.5% 34,464 $17.7M
Northstar Group, Inc. 3.00% Add +4.2% 34,405 $17.7M
Quotient Wealth Partners, LLC 0.56% Reduce -9.9% 34,180 $17.6M
TFB Advisors LLC 5.05% Add +0.2% 34,131 $17.5M
Arete Wealth Advisors, LLC 1.34% Reduce -51.2% 34,117 $17.5M
Kovack Advisors, Inc. 1.85% Add +25.8% 33,940 $17.4M
Farmers & Merchants Investments Inc. 0.55% Reduce -1.1% 33,936 $17.4M
Elios Financial Group Inc. 8.59% Add +1.1% 33,876 $17.4M
Virtue Capital Management, LLC 2.01% Add +6.1% 33,469 $17.2M
Blue Square Asset Management, LLC 9.25% Add +2.9% 33,429 $17.2M
Twin Focus Capital Partners, LLC 2.67% Add +3.7% 33,420 $17.2M
Diversify Wealth Management, LLC 1.27% Add +0.1% 33,691 $17.2M
Braun Stacey Associates Inc. 0.70% Add +14.5% 33,205 $17.1M
Brave Asset Management Inc. 5.35% Reduce -0.1% 33,132 $17.0M
Kohmann Bosshard Financial Services, LLC 2.01% Add +16.9% 32,177 $17.0M
Keystone Financial Group 1.73% Reduce -2.3% 32,828 $17.0M
Y.D. More Investments Ltd 1.48% Add +0.5% 32,930 $16.9M
Focus Partners Advisor Solutions, LLC 0.26% Add +15.3% 32,873 $16.9M
Amundi 0.01% Reduce -1.4% 33,546 $16.9M
Triad Wealth Partners, LLC 5.23% Reduce -12.5% 32,732 $16.8M
FineMark National Bank & Trust 0.61% Add +2.2% 32,501 $16.7M
Ballentine Capital Advisors, Inc 8.47% Add +0.6% 32,473 $16.7M
Park Avenue Securities LLC 0.20% Add +20.1% 32,463 $16.7M
Blackston Financial Advisory Group, LLC 11.30% Reduce -5.6% 32,398 $16.6M
Smith Anglin Financial, LLC 1.76% Add +7.8% 32,308 $16.6M
Smith Shellnut Wilson LLC 7.51% Add +6.6% 31,878 $16.4M
Vicus Capital 1.52% Add +0.4% 31,867 $16.4M
Abacus Planning Group, Inc. 2.86% Reduce -0.8% 31,719 $16.3M
Ethos Financial Group, LLC 1.56% Add +0.6% 30,548 $16.3M
Toronto Dominion Bank 0.04% Reduce -0.8% 31,588 $16.2M
Delta Wealth Advisors LLC 14.70% Add +5.0% 31,512 $16.2M
Valtrion Capital Management, LLC 21.81% New 31,476 $16.2M
Lanham O'Dell & Company, Inc. 9.35% Reduce -0.9% 31,398 $16.1M
Dodds Wealth, LLC 5.25% Add +6.2% 31,357 $16.1M
FWG Investments, LLC. 18.73% Reduce -3.0% 31,066 $16.0M
Mandatum Life Insurance Co Ltd 4.90% Add +21.1% 31,042 $16.0M
Westmount Partners, LLC 4.86% Add +15.5% 31,030 $15.9M
Thoroughbred Financial Services, LLC 0.99% Add +6.0% 30,996 $15.9M
BluePointe Capital Management, LLC 6.05% Add +57.1% 30,886 $15.9M
Madden Advisory Services, Inc. 7.37% Add +0.5% 30,786 $15.8M
Caliber Wealth Management, LLC / KS 2.15% — 30,702 $15.8M
Capital Investment Advisors, LLC 0.31% Add +7.3% 30,630 $15.7M
Carnegie Investment Counsel 0.37% Add +4.8% 33,750 $15.7M
Ascent Group, LLC 0.67% Add +166.4% 30,472 $15.7M
Gutierrez Wealth Advisory, LLC 12.71% Add +0.2% 30,464 $15.7M
Graypoint LLC 0.98% Add +0.2% 30,424 $15.6M
Peak Financial Management, Inc. 4.67% Reduce -7.5% 30,312 $15.6M
Payden & Rygel 1.33% New 30,153 $15.5M
WoodTrust Financial Corp 2.16% Add +281.5% 30,068 $15.5M
Lodestar Private Asset Management LLC 1.94% Add +2.4% 30,021 $15.4M
Evergreen Capital Management LLC 0.52% Add +18.6% 30,001 $15.4M
Motley Fool Wealth Management, LLC 0.91% Reduce -45.9% 29,993 $15.4M
Capital City Trust Co. 4.21% Reduce -0.4% 29,867 $15.3M
Wesbanco Bank Inc. 0.53% Reduce -8.7% 29,867 $15.3M
Baker Ellis Asset Management LLC 2.21% Reduce -2.9% 29,784 $15.3M
Alamar Capital Management, LLC 9.10% Reduce -8.3% 29,775 $15.3M
Bleakley Financial Group, LLC 0.49% Reduce -1.3% 29,708 $15.3M
Envision Financial LLC 11.47% Add +11.7% 29,618 $15.2M
Bridges Investment Management Inc. 0.22% Reduce -0.2% 29,533 $15.2M
Marcum Wealth, LLC 1.31% Add +1.6% 29,530 $15.2M
Haverford Trust Co 0.15% Add +7.1% 29,464 $15.1M
Ironsides Asset Advisors, LLC 4.44% Add +0.1% 29,436 $15.1M
Philadelphia Trust Co. 1.29% Add +0.1% 29,273 $15.0M
Lowery Thomas, LLC 10.28% Add +1.2% 29,244 $15.0M
Helium Advisors LLC 10.93% Add +4.8% 29,231 $15.0M
SageView Advisory Group, LLC 0.64% Add +3.9% 29,223 $15.0M
WNY Asset Management, LLC 1.78% Reduce -8.9% 29,167 $15.0M
Global Assets Advisory, LLC 2.81% Add +203.5% 30,430 $14.9M
Florida Financial Advisors, LLC 5.86% Add +0.1% 28,957 $14.9M
Mgo One Seven LLC 0.58% Add +0.6% 28,863 $14.8M
Avory & Company, LLC 9.78% No change 28,810 $14.8M
GWN Securities Inc. 0.83% Add +580.9% 27,638 $14.8M
Caerus Investment Advisors, LLC 14.24% Add +2.1% 28,736 $14.8M
FourThought Financial Partners, LLC 1.54% Add +5.4% 28,602 $14.7M
Glenview Trust Co 0.28% Reduce -2.5% 28,507 $14.7M
Dorsey & Whitney Trust CO LLC 0.85% Add +7.3% 28,506 $14.6M
Battery Global Advisors, LLC 8.17% No change 28,486 $14.6M
Curbstone Financial Management Corp 3.08% Reduce -1.1% 28,420 $14.6M
Meridian Wealth Management, LLC 0.71% Reduce -2.8% 28,406 $14.6M
Walkner Condon Financial Advisors LLC 2.95% Reduce -0.6% 28,371 $14.6M
Cordatus Wealth Management LLC 3.99% Add +203.0% 28,325 $14.6M
One Capital Management, LLC 0.49% Reduce -9.9% 28,233 $14.5M
Centricity Wealth Management, LLC 13.14% Add +1.8% 28,164 $14.5M
Roth Financial Partners LLC 5.66% Reduce -0.9% 27,864 $14.3M
Gibson Wealth Advisors LLC 11.40% Reduce -4.8% 27,642 $14.2M
FSB Premier Wealth Management, Inc. 5.53% Reduce -6.6% 27,587 $14.2M
Adero Partners, LLC 0.93% Add +2.9% 27,530 $14.1M
Arista Wealth Management, LLC 3.42% Add +1.3% 27,462 $14.1M
Element Pointe Advisors, LLC 3.43% Reduce -0.3% 27,447 $14.1M
Modera Wealth Management, LLC 0.19% Add +0.1% 27,442 $14.1M
Financial Engines Advisors L.L.C. 0.03% Reduce -10.9% 27,395 $14.1M
Brown Brothers Harriman & Co. 0.10% Add +5.6% 27,290 $14.0M
Moisand Fitzgerald Tamayo, LLC 1.94% Reduce -5.2% 27,250 $14.0M
Security Financial Services, INC. 2.77% Reduce -1.5% 27,200 $14.0M
Bryn Mawr Trust Advisors, LLC 0.83% Reduce -0.2% 27,049 $13.9M
Balentine LLC 0.58% Reduce -0.7% 26,871 $13.8M
Investment Counsel Co. of Nevada 31.31% Reduce -4.4% 26,794 $13.8M
Davidson Kahn Capital Management, LLC 10.56% Add +84.0% 26,579 $13.7M
Abound Wealth Management 4.54% Add +4.9% 26,442 $13.6M
Dynamic Advisor Solutions LLC 0.45% New 26,403 $13.6M
Allianz SE 0.36% Add +212.5% 26,364 $13.5M
Americana Partners, LLC 0.52% Reduce -12.7% 26,277 $13.5M
Migdal Insurance & Financial Holdings Ltd. 0.19% Add +10.4% 26,143 $13.4M
Retirement Systems of Alabama 0.05% Reduce -19.6% 26,132 $13.4M
Nicholson Wealth Management Group, LLC 8.79% Reduce -2.1% 26,062 $13.4M
Pachira Investments Inc. 9.36% Reduce -13.9% 26,065 $13.3M
LBMC Investment Advisors, LLC 1.04% Reduce -2.0% 25,898 $13.3M
Berger Financial Group, Inc 0.92% Add +1.1% 25,873 $13.3M
Sachem Hill LLC 2.60% Reduce -4.3% 25,778 $13.2M
Apella Capital, LLC 0.45% Add +188.3% 26,491 $13.2M
CORDA Investment Management, LLC. 1.05% Add +0.4% 25,718 $13.2M
Prosperity Wealth Management, Inc. 6.21% Reduce -36.6% 25,684 $13.2M
Silvercrest Asset Management Group LLC 0.09% Add +38.0% 25,641 $13.2M
Sendero Wealth Management, LLC 1.83% Reduce -2.3% 25,616 $13.2M
First American Bank 0.97% Add +12.6% 25,550 $13.1M
Atlatl Advisers LLC 8.53% Add +3.9% 25,533 $13.1M
Zuckerman Investment Group, LLC 1.40% Add +2.0% 25,457 $13.1M
Bangor Savings Bank 1.23% Reduce -0.5% 25,380 $13.0M
DeDora Capital, Inc. 3.75% Reduce -4.5% 25,350 $13.0M
Parkside Advisors LLC 3.11% Reduce -1.9% 25,097 $12.9M
IHT Wealth Management, LLC 0.40% Reduce -3.1% 25,009 $12.9M
Independent Financial Group, LLC 0.44% Add +1.0% 24,984 $12.8M
Everett Harris & Co. 0.16% Reduce -14.6% 24,889 $12.8M
Western Wealth Management, LLC 0.85% Reduce -10.2% 24,886 $12.8M
U.S. Capital Wealth Advisors, LLC 0.39% Reduce -15.2% 24,879 $12.8M
WorthPointe, LLC 5.83% Reduce -4.9% 24,866 $12.8M
B. Riley Wealth Advisors, Inc. 0.39% Reduce -1.5% 24,857 $12.8M
Global Endowment Management, LP 1.66% Add +5.0% 24,784 $12.7M
Wetzel Investment Advisors, Inc. 6.42% Add +1.8% 24,655 $12.7M
Traction Financial Partners, LLC 9.85% Reduce -3.1% 24,554 $12.6M
Strategic Financial Concepts, LLC 2.37% Add +9.2% 24,553 $12.6M
N.E.W. Advisory Services LLC 0.96% Add +19.1% 24,473 $12.6M
SOL Capital Management CO 1.39% Add +25.9% 24,462 $12.6M
Traphagen Investment Advisors LLC 1.30% Add +0.1% 24,210 $12.4M
Armstrong Advisory Group, Inc. 0.99% No change 23,010 $12.4M
Running Point Capital Advisors, LLC 3.93% Add +0.4% 24,116 $12.4M
Charis Legacy Partners, LLC 23.44% Add +25.7% 24,091 $12.4M
Peachtree Investment Partners, LLC 4.89% Reduce -25.7% 24,091 $12.4M
Waterloo Capital, L.P. 1.15% Reduce -5.6% 24,056 $12.4M
Gainplan LLC 8.04% Reduce -9.8% 24,015 $12.3M
Visionary Wealth Advisors 0.73% Add +14.7% 23,772 $12.2M
Legacy Advisors, LLC 1.26% Add +9.6% 23,764 $12.2M
Ofc Financial Planning, LLC 13.75% Reduce -1.5% 23,641 $12.1M
Mittelman Wealth Management 10.96% Reduce -4.7% 23,631 $12.1M
Sapient Capital LLC 0.24% Add +15.8% 23,589 $12.1M
Nicolet Advisory Services, LLC 1.20% Reduce -8.0% 25,089 $12.1M
Alexander Labrunerie & Co., Inc. 5.29% Reduce -7.3% 23,506 $12.1M
Washington Trust Advisors, Inc. 1.07% Reduce -0.4% 23,376 $12.0M
McClarren Financial Advisors, Inc. 7.91% New 30,595 $12.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.81% Add +10.6% 23,252 $11.9M
Rockwood Wealth Management, LLC 1.21% Add +27.0% 23,029 $11.8M
ArchPoint Investors 3.89% Add +6.2% 23,007 $11.8M
Flagship Harbor Advisors, LLC 0.62% Add +8.9% 22,988 $11.8M
Main Street Financial Solutions, LLC 1.02% Add +28.3% 22,893 $11.8M
Parkside Financial Bank & Trust 1.50% Add +4.0% 22,885 $11.8M
Elm Partners Management LLC 0.76% Reduce -39.9% 22,872 $11.8M
Stelac Advisory Services LLC 4.83% Add +2.9% 22,800 $11.7M
Cozad Asset Management Inc. 1.17% Add +12.0% 22,769 $11.7M
Baron Silver Stevens Financial Advisors, LLC 2.04% Reduce -4.2% 22,741 $11.7M
Climber Capital SA 9.19% Add +1.5% 27,260 $11.7M
Good Life Advisors, LLC 0.82% Reduce -11.9% 22,709 $11.7M
Snowden Capital Advisors LLC 0.37% Add +0.6% 22,470 $11.5M
Ingalls & Snyder LLC 0.38% Add +285.9% 22,452 $11.5M
Laurel Wealth Planning LLC 7.65% Add +11.3% 22,396 $11.5M
Matrix Asset Advisors Inc. 1.27% Add +11.2% 22,355 $11.5M
Axxcess Wealth Management, LLC 0.31% Add +60.9% 22,321 $11.5M
Van Strum & Towne Inc. 3.85% Reduce -7.3% 22,283 $11.5M
Nicolet Bankshares Inc. 2.30% Add +26.4% 22,280 $11.4M
GAM Holding AG 0.89% No change 22,250 $11.4M
Empowered Funds, LLC 0.16% Add +443.8% 22,209 $11.4M
Community Bank, N.A. 1.53% Add +918.3% 22,178 $11.4M
Vested Financial Planning, LLC 11.38% Add +1.4% 22,159 $11.4M
Sharkey, Howes & Javer 1.63% Reduce -14.1% 22,151 $11.4M
Rossmore Private Capital 1.39% Reduce -7.9% 21,999 $11.3M
Aspire Growth Partners LLC 10.02% Add +18.8% 21,902 $11.3M
Ategra Capital Management, LLC 9.13% No change 21,974 $11.3M
SouthState Bank Corp 0.51% Add +57518.4% 21,895 $11.3M
Professional Financial Advisors, LLC 2.85% Add +0.1% 21,835 $11.2M
Coyle Financial Counsel LLC 3.40% Reduce -3.1% 21,683 $11.1M
Resonant Capital Advisors, LLC 0.78% Reduce -1.3% 21,652 $11.1M
Flower City Capital 7.26% Reduce -1.2% 21,544 $11.1M
Orser Capital Management, LLC 8.03% Reduce -4.2% 21,291 $10.9M
Roehl & Yi Investment Advisors, LLC 5.93% Add +3.6% 126,669 $10.9M
AdvisorNet Financial, Inc 0.81% Add +16.4% 21,210 $10.9M
Fort Sheridan Advisors LLC 1.65% Add +1.6% 21,164 $10.9M
Mendel Capital Management LLC 6.58% Add +4.7% 21,144 $10.9M
Integrity Alliance, Llc. 0.43% Add +150.3% 21,126 $10.9M
Hudson Bay Capital Management LP 0.08% New 21,050 $10.8M
Patriot Financial Group Insurance Agency, LLC 1.44% Add +16.9% 20,912 $10.7M
LS Investment Advisors, LLC 1.65% Reduce -3.5% 20,906 $10.7M
McNaughton Wealth Management, LLC 5.21% New 20,886 $10.7M
Advisor Resource Council 0.87% New 20,868 $10.7M
Eagle Strategies LLC 1.85% Add +134.8% 20,740 $10.7M
Sowell Financial Services LLC 0.48% Add +14.5% 20,719 $10.6M
Prospera Capital Management, LLC 6.86% Add +1.1% 20,696 $10.6M
Sivia Capital Partners, LLC 4.96% Add +0.6% 20,694 $10.6M
Eight 31 Financial, LLC 6.81% Reduce -9.7% 20,642 $10.6M
Wealthspire Retirement, LLC 0.84% Add +7.7% 20,525 $10.5M
Sumitomo Life Insurance Co. 0.38% Reduce -59.4% 20,500 $10.5M
Future Financial Wealth Managment LLC 7.72% Add +19.4% 20,485 $10.5M
Legacy Private Trust Co. 0.72% Add +1.5% 20,457 $10.5M
Lloyd Advisory Services, LLC. 5.28% Reduce -3.6% 20,443 $10.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Add +41.0% 20,433 $10.5M
Freestate Advisors LLC 10.40% Add +39.7% 20,389 $10.5M
Nottingham Advisors, Inc. 1.60% Add +1525.6% 20,352 $10.5M
Whittier Trust Co. 0.15% Reduce -0.2% 20,326 $10.4M
Two Sigma Investments, LP 0.02% Reduce -76.6% 20,300 $10.4M
YANKCOM Partnership 5.71% Add +0.4% 20,209 $10.4M
Connecticut Wealth Management, LLC 0.54% New 20,189 $10.4M
Bison Wealth, LLC 0.97% Add +4.4% 20,176 $10.4M
KWB Wealth 1.24% Reduce -2.1% 19,143 $10.3M
Weil Company, Inc. 3.08% Reduce -5.1% 20,065 $10.3M
Cannell & Spears LLC 0.22% Add +1.6% 20,045 $10.3M
Adams Wealth Management 2.02% Reduce -7.8% 20,043 $10.3M
CacheTech Inc. 2.01% Reduce -7.8% 20,043 $10.3M
Fiduciary Advisors, Inc. 10.08% Add +2.2% 19,879 $10.2M
Facet Wealth, Inc. 0.26% Reduce -6.9% 19,696 $10.2M
Trinity Financial Advisors LLC 3.67% Add +23.3% 20,619 $10.2M
Schneider Downs Wealth Management Advisors, LP 1.84% Add +1.1% 19,814 $10.2M
Wellington Shields Capital Management, LLC 1.85% Add +65.8% 19,802 $10.2M
Insigneo Advisory Services, LLC 1.05% Add +12.1% 19,783 $10.2M
Beacon Bridge Wealth Partners, LLC 4.32% Reduce -0.2% 19,718 $10.1M
Harbor Investment Advisory, LLC 0.98% Add +0.3% 19,612 $10.1M
Bishop & Co Investment Management, LLC 3.90% Add +9.8% 19,601 $10.1M
BTC Capital Management, Inc. 0.92% Add +129.7% 19,522 $10.0M
Enclave Advisors LLC 1.71% Add +12.6% 19,477 $10.0M
Prosperitas Financial LLC 5.17% Reduce -7.3% 19,442 $10.0M
Centaurus Financial, Inc. 0.60% Add +25.4% 19,430 $10.0M
MMBG Investment Advisors Co. 1.13% Add +42.8% 19,419 $10.0M
Viewpoint Capital Management LLC 5.37% Add +6.9% 19,410 $10.0M
MetLife Investment Management, LLC 0.05% New 19,392 $10.0M
Verus Wealth Management, LLC 10.91% Add +9.6% 19,384 $10.0M
Evolution Wealth Advisors, LLC 1.66% Reduce -1.2% 19,350 $9.9M
Intellus Advisors LLC 1.73% Add +3.8% 19,322 $9.9M
Golden Road Advisors LLC 7.75% Add +2.4% 19,311 $9.9M
CSM Advisors, LLC 0.54% Reduce -0.4% 19,250 $9.9M
TD Capital Management LLC 1.00% Add +4.8% 19,229 $9.9M
Hikari Power Ltd 0.78% No change 19,200 $9.9M
Crumly & Associates Inc. 2.72% Reduce -10.0% 19,140 $9.8M
Family CFO Inc 5.39% Add +2.6% 19,121 $9.8M
Schear Investment Advisers, LLC 5.65% Reduce -26.4% 19,078 $9.8M
Stanley-Laman Group, Ltd. 1.51% Reduce -48.2% 19,035 $9.8M
BancFirst Trust & Investment Management 4.89% Reduce -7.0% 19,123 $9.8M
Pullen Investment Management, LLC 6.14% Add +5.0% 18,933 $9.7M
Nuveen, LLC 0.00% — 18,883 $9.7M
F/m Investments LLC 0.39% Add +0.3% 18,881 $9.7M
Cobblestone Capital Advisors LLC 0.53% Add +7.3% 18,857 $9.7M
Autumn Glory Partners, LLC 4.81% Add +14.0% 18,841 $9.7M
Hickory Asset Management, Inc. 8.59% Reduce -2.6% 18,812 $9.7M
Csenge Advisory Group 0.54% Reduce -0.9% 19,836 $9.6M
Stonehage Fleming Financial Services Holdings Ltd 0.34% Add +7.1% 18,650 $9.6M
GM Advisory Group, LLC 0.52% Add +2.2% 18,604 $9.6M
McMorgan & Co. LLC 1.53% Reduce -82.6% 18,599 $9.6M
First Horizon Advisors, Inc. 0.27% Reduce -23.9% 18,543 $9.5M
Qube Research & Technologies Ltd 0.01% Add +90.4% 18,348 $9.4M
First Financial Bankshares Inc 0.20% Reduce -68.7% 18,250 $9.4M
International Assets Investment Management, LLC 0.82% Add +10.8% 18,176 $9.3M
Jordan Park Group LLC 0.68% No change 18,173 $9.3M
Segall Bryant & Hamill, LLC 0.14% Reduce -34.3% 18,146 $9.3M
Flow Traders U.S. LLC 0.39% Add +258.6% 18,127 $9.3M
Bridgewater Advisors Inc. 0.81% Add +0.8% 18,279 $9.3M
Clark Capital Management Group, Inc. 0.07% Add +1.7% 18,117 $9.3M
New England Private Wealth Advisors LLC 1.44% Add +2.2% 18,082 $9.3M
Dakota Wealth Management 0.22% Add +0.2% 18,027 $9.3M
Jane Street Group, LLC 0.02% Reduce -5.2% 17,987 $9.2M
Breakwater Capital Group 1.65% Add +36.7% 17,965 $9.2M
Clifford Swan Investment Counsel LLC 0.34% Add +6.5% 17,820 $9.2M
Disciplina Capital Management LLC 1.33% No change 17,819 $9.2M
Pilgrim Partners Asia Pte Ltd 8.68% Add +35.5% 17,815 $9.2M
First United Bank & Trust 3.41% Add +0.6% 17,783 $9.1M
Smith, Moore & Co. 0.85% Reduce -1.4% 17,760 $9.1M
Sunbeam Capital Management, LLC 8.68% Add +18.1% 17,740 $9.1M
Websterrogers Financial Advisors, LLC 3.10% Reduce -0.8% 17,648 $9.1M
Certified Advisory Corp 1.03% Add +7.1% 17,614 $9.1M
Hyperion Capital Advisors LP 4.93% New 17,609 $9.0M
Traveka Wealth, LLC 5.06% Reduce -4.0% 17,566 $9.0M
Stock Yards Bank & Trust Co. 0.32% Add +7.8% 17,554 $9.0M
Pinnacle Associates Ltd. 0.13% Add +2.3% 17,551 $9.0M
Seeds Investor LLC 2.53% Add +15.0% 17,539 $9.0M
McCollum Christoferson Group LLC 2.75% Add +15.2% 17,537 $9.0M
Smartleaf Asset Management LLC 0.87% Add +13.0% 17,623 $9.0M
State Farm Mutual Automobile Insurance Co. 0.01% Add +434.9% 17,497 $9.0M
Flputnam Investment Management Co. 0.17% Add +24.4% 17,488 $9.0M
New England Asset Management Inc. 1.51% Add +6.5% 17,300 $8.9M
Patten & Patten Inc. 0.59% Add +14.6% 17,278 $8.9M
Landaas & Co. /Wi 2.45% Add +11.7% 17,261 $8.9M
Ridgecrest Wealth Partners, LLC 4.64% Add +14.1% 17,243 $8.9M
Center For Asset Management LLC 5.40% Add +55.1% 17,178 $8.8M
Sentry Investment Management LLC 5.98% New 19,021 $8.8M
Five Pine Wealth Management 7.17% Reduce -17.3% 17,136 $8.8M
Sumitomo Mitsui Financial Group, Inc. 0.16% Reduce -97.7% 17,136 $8.8M
Perissos Private Wealth Management, LLC 8.02% Reduce -31.5% 17,130 $8.8M
Sunburst Financial Group, LLC 2.16% Reduce -0.5% 17,090 $8.8M
Kingdom Financial Group LLC. 6.43% Reduce -2.8% 17,081 $8.8M
Stephen J. Garry & Associates, LLC 8.19% Add +3.0% 17,038 $8.8M
Pine Valley Investments Ltd Liability Co 0.56% Add +13.4% 17,010 $8.7M
InTrack Investment Management Inc 7.92% Reduce -6.2% 16,975 $8.7M
Avity Investment Management Inc. 0.70% Add +121.5% 16,934 $8.7M
Prasad Wealth Partners, LLC 2.84% Add +9.4% 16,930 $8.7M
Private Trust Co. NA 0.89% Add +6.2% 16,888 $8.7M
FSA Advisors, Inc. 6.87% Add +235.2% 16,848 $8.7M
Marble Harbor Investment Counsel, LLC 0.97% Reduce -11.0% 16,846 $8.7M
LifePlan Investment Advisors, Inc. 4.98% Reduce -11.6% 16,841 $8.7M
Serenus Wealth Advisors, LLC 1.44% Add +4.6% 18,672 $8.6M
KPP Advisory Services LLC 1.64% Add +170.8% 16,800 $8.6M
Mission Wealth Management, LP 0.22% Add +2.6% 16,737 $8.6M
White Lighthouse Investment Management Inc. 1.53% Add +1.3% 16,715 $8.6M
Navis Wealth Advisors, LLC 8.40% No change 16,650 $8.6M
Sage Financial Management Group, Inc. 3.10% Reduce -1.1% 16,641 $8.6M
Rockland Trust Co. 0.43% Reduce -2.7% 16,634 $8.5M
Aspen Grove Capital, LLC 1.64% Add +11.2% 16,581 $8.5M
Courier Capital LLC 0.56% Reduce -12.6% 16,532 $8.5M
Tudor Financial Inc. 5.09% Reduce -1.1% 16,491 $8.5M
Fonville Wealth Management LLC 2.49% Add +80.6% 16,426 $8.4M
Bradley Foster & Sargent Inc. 0.14% Add +11.1% 16,385 $8.4M
NavPoint Financial, Inc. 5.91% Reduce -0.7% 16,340 $8.4M
West Bancorporation Inc. 5.67% Reduce -0.3% 16,240 $8.3M
Discipline Wealth Solutions, LLC 3.96% Reduce -8.9% 16,155 $8.3M
Leith Wheeler Investment Counsel Ltd. 0.58% Reduce -3.3% 16,137 $8.3M
Thrive Wealth Management, LLC 1.58% Reduce -7.0% 16,127 $8.3M
BridgePort Financial Solutions, LLC 3.73% Add +0.1% 16,075 $8.3M
Factor Wealth Management LTD 2.54% Add +10.4% 16,063 $8.3M
Whitaker-Myers Wealth Managers, LTD. 2.31% Add +10.2% 16,025 $8.2M
Principal Securities, Inc. 0.18% No change 15,268 $8.2M
HUB Investment Partners, LLC 0.33% Reduce -74.0% 16,007 $8.2M
YHB Investment Advisors, Inc. 0.69% Add +33.4% 15,980 $8.2M
W1M Asset Management Ltd 0.70% Reduce -48.4% 15,975 $8.2M
Lazard Asset Management LLC 0.01% Add +1.4% 15,903 $8.2M
Atlanta Consulting Group Advisors, LLC 2.39% Add +426.9% 15,903 $8.2M
Semmax Financial Advisors Inc. 2.21% Reduce -2.5% 15,719 $8.2M
Benjamin Edwards Inc. 0.11% Add +9.7% 15,858 $8.1M
Pitcairn Co. 0.49% No change 15,834 $8.1M
NORTHSTAR ASSET MANAGEMENT Co 1.96% Add +8.2% 15,822 $8.1M
Ameriflex Group, Inc. 3.32% Add +8.8% 15,812 $8.1M
Alta Advisers Ltd 3.45% Reduce -1.2% 15,782 $8.1M
Traynor Capital Management, Inc. 0.69% Add +10.1% 15,780 $8.1M
Empower Advisory Group, LLC 0.03% Reduce -3.8% 15,686 $8.1M
Rothschild Investment LLC 0.54% Reduce -2.5% 15,640 $8.0M
ICONIQ Capital, LLC 0.14% Add +0.2% 15,624 $8.0M
GC Wealth Management RIA, LLC 1.47% Reduce -1.5% 15,540 $8.0M
Citizens Business Bank 1.73% Add +29.2% 15,500 $8.0M
Ayalon Insurance Comp Ltd. 2.57% Reduce -9.9% 15,495 $8.0M
Balance Wealth Partners LLC 5.14% — 15,391 $7.9M
Regal Investment Advisors LLC 0.64% Add +5.2% 15,369 $7.9M
NBT Bank, N.A. 0.57% Add +3.1% 15,353 $7.9M
Trilogy Capital Inc. 0.41% Add +1.0% 15,350 $7.9M
Braun-Bostich & Associates Inc. 5.83% Reduce -38.9% 15,321 $7.9M
Uptick Partners, LLC 2.66% Add +10.5% 15,302 $7.9M
Red Cedar Investment Management, LLC 1.09% Reduce -13.9% 15,282 $7.9M
Westfuller Advisors, LLC 5.24% Add +2.7% 15,279 $7.9M
Asset Planning Corporation 4.63% Add +5.6% 15,273 $7.8M
Crewe Advisors LLC 1.10% Reduce -40.2% 15,261 $7.8M
Magnus Financial Group LLC 0.76% Add +9.4% 15,243 $7.8M
Bremer Bank National Association 1.39% No change 15,205 $7.8M
Red Door Wealth Management, LLC 1.16% Add +129.9% 15,185 $7.8M
Defined Wealth Management, LLC 5.24% Reduce -14.1% 15,179 $7.8M
Allegiance Financial Group Advisory Services LLC 2.37% Reduce -8.9% 15,162 $7.8M
Embree Financial Group 1.30% Reduce -0.6% 15,158 $7.8M
Greenwich Wealth Management LLC 0.59% Add +0.4% 15,071 $7.7M
Global Financial Private Client, LLC 2.95% Add +8.3% 15,037 $7.7M
Canvas Wealth Advisors, LLC 1.98% Add +33.3% 15,940 $7.7M
Marshall Financial Group, LLC 1.68% New 14,978 $7.7M
Harel Insurance Investments & Financial Services Ltd. 0.10% Add +118.2% 15,042 $7.7M
Chevy Chase Trust Holdings, LLC 0.02% Add +4.8% 14,921 $7.7M
Marotta Asset Management 1.49% Add +3.8% 14,422 $7.6M
Kestra Investment Management, LLC 0.15% Add +202.3% 14,763 $7.6M
Collective Family Office LLC 2.04% Reduce -4.7% 14,652 $7.5M
Vectors Research Management, LLC 2.63% Reduce -19.4% 14,621 $7.5M
Sax Wealth Advisors, LLC 0.54% Add +45.0% 14,587 $7.5M
Duncan Williams Asset Management, LLC 2.70% Add +2.6% 14,563 $7.5M
LaSalle St. Investment Advisors, LLC 1.76% Add +7.0% 14,516 $7.5M
Belvedere Trading LLC 0.65% Add +423.4% 14,510 $7.5M
Greenhouse Wealth Management, LLC 5.57% Reduce -18.0% 14,521 $7.5M
Independent Family Office, LLC 3.91% Reduce -0.6% 14,448 $7.4M
Independence Bank of Kentucky 1.16% Add +0.9% 14,406 $7.4M
Florida Trust Wealth Management Co 0.24% Reduce -0.2% 14,400 $7.4M
Keystone Wealth Services, LLC 2.00% Add +5.8% 14,380 $7.4M
KDT Advisors, LLC 10.85% Add +14.7% 14,365 $7.4M
Columbus Macro, LLC 0.97% Reduce -0.1% 14,362 $7.4M
Kitching Partners, LLC 8.50% Add +49.1% 14,339 $7.4M
SeaCrest Wealth Management, LLC 0.83% Add +3.3% 14,309 $7.4M
Creative Financial Designs Inc. 0.58% Add +0.6% 14,212 $7.3M
Activest Wealth Management 1.96% Reduce -26.0% 14,190 $7.3M
Relyea Zuckerberg Hanson LLC 0.98% Add +1.4% 14,147 $7.3M
Luminvest Wealth Management LLC 2.99% Reduce -15.3% 14,105 $7.2M
Parthenon LLC 0.89% Reduce -0.7% 14,063 $7.2M
DF Dent & Co. Inc. 0.10% No change 14,037 $7.2M
Bank of New Hampshire 1.87% Add +34.6% 13,935 $7.2M
Waller Financial Planning Group, Inc. 2.01% Reduce -10.7% 13,933 $7.2M
Peak Asset Management, LLC 1.36% Reduce -0.1% 13,902 $7.1M
Sageworth Trust Co of South Dakota 8.58% Add +21.9% 13,887 $7.1M
Kera Capital Partners, Inc. 2.12% Reduce -1.3% 13,875 $7.1M
Sequent Asset Management, LLC 3.96% Reduce -8.0% 13,842 $7.1M
CRA Financial Services, LLC 1.22% Add +33.4% 13,838 $7.1M
North Star Asset Management Inc. 0.32% Add +4.2% 13,827 $7.1M
Peak Retirement Planning, Inc. 3.94% Add +8.5% 13,802 $7.1M
Bawa N Mallick Trust 3.36% No change 13,801 $7.1M
Coppell Advisory Solutions LLC 0.98% Add +1.2% 13,876 $7.1M
Midland Wealth Advisors, LLC 0.41% Reduce -5.0% 13,708 $7.0M
Journey Strategic Wealth LLC 0.25% Add +12.1% 13,697 $7.0M
Tidal Investments LLC 0.06% Reduce -30.7% 13,690 $7.0M
RW Investment Management LLC 0.86% Add +43.5% 13,669 $7.0M
Dana Investment Advisors, Inc. 0.25% Reduce -5.2% 13,601 $7.0M
Canal Capital Management, LLC 1.17% Reduce -12.1% 13,600 $7.0M
Safeguard Investment Advisory Group, LLC 1.90% Add +14.6% 13,564 $7.0M
Newman Dignan & Sheerar, Inc. 1.90% Add +6.4% 13,522 $6.9M
Monetta Financial Services Inc. 6.14% No change 13,500 $6.9M
Alpha Cubed Investments, LLC 0.31% Reduce -18.9% 13,489 $6.9M
Legacy Capital Wealth Partners, LLC 1.70% Reduce -7.7% 13,485 $6.9M
Wealth Watch Advisors, INC 5.63% Reduce -13.1% 13,483 $6.9M
Financial Enhancement Group LLC 1.08% Add +17.9% 14,262 $6.9M
Vanguard Personalized Indexing Management, LLC 0.10% Add +48.0% 13,434 $6.9M
Victrix Investment Advisors 3.63% New 13,716 $6.9M
Connable Office Inc. 0.73% Reduce -2.0% 13,428 $6.9M
Transcend Capital Advisors, LLC 0.49% Add +8.3% 13,352 $6.9M
Hudock, Inc. 1.20% Reduce -0.3% 13,333 $6.9M
SP Asset Management LLC 0.60% Add +8.5% 13,321 $6.8M
CWA Asset Management Group, LLC 0.33% Add +1.0% 13,259 $6.8M
Continuum Advisory, LLC 0.88% Add +22.7% 13,252 $6.8M
Chicago Capital, LLC 0.19% Add +1.0% 13,246 $6.8M
Bollard Group LLC 0.18% Add +0.3% 13,218 $6.8M
MorganRosel Wealth Management, LLC 2.06% Add +45.8% 13,204 $6.8M
Soundwatch Capital LLC 3.09% Reduce -40.9% 13,189 $6.8M
Better Money Decisions, LLC 4.52% Reduce -8.2% 13,182 $6.8M
Pallas Capital Advisors LLC 0.28% Add +0.5% 13,165 $6.8M
Precedent Wealth Partners, LLC 1.87% Add +28.6% 13,129 $6.7M
Quest 10 Wealth Builders, Inc. 7.20% Reduce -1.7% 12,986 $6.7M
DMKC Advisory Services, LLC 6.05% Reduce -2.1% 13,064 $6.7M
Nomura Asset Management Co. Ltd. 0.02% Reduce -11.3% 13,050 $6.7M
Staley Capital Advisers Inc. 0.30% Add +129.5% 12,969 $6.7M
L.M. Kohn & Company 1.73% Add +14.2% 12,888 $6.6M
Cypress Point Wealth Management, LLC 2.10% Reduce -21.6% 12,871 $6.6M
Cypress Wealth Services, LLC 1.34% Reduce -0.2% 12,812 $6.6M
Hilltop Holdings Inc. 0.41% Reduce -7.8% 12,774 $6.6M
Summit Financial Strategies, Inc. 0.66% Add +7.2% 12,767 $6.6M
Denver PWM, LLC 2.36% Reduce -33.4% 12,766 $6.6M
Lindbrook Capital, LLC 0.60% Add +2.1% 12,748 $6.6M
Genus Capital Management Inc. 0.95% — 12,702 $6.5M
BSW Wealth Partners 0.99% Add +5.0% 12,647 $6.5M
Pettyjohn, Wood & White, Inc. 1.24% Add +5.0% 12,618 $6.5M
Oxford Financial Group, LTD. LLC 0.45% Add +5.9% 12,537 $6.4M
Warner Financial, Inc. 2.85% Reduce -3.1% 12,522 $6.4M
Hills Bank & Trust Co 0.45% Add +2.1% 12,513 $6.4M
Searcy Financial Services Inc. 2.78% Add +7.7% 12,510 $6.4M
Birch Financial Group, LLC 5.73% Add +166.7% 12,509 $6.4M
Lion Street Advisors, LLC 2.04% Add +12.8% 12,504 $6.4M
TRUE Private Wealth Advisors 0.78% Reduce -9.7% 12,456 $6.4M
Landing Point Financial Group, LLC 4.85% Reduce -7.3% 12,435 $6.4M
Trust Point Inc. 0.58% Add +3.0% 12,429 $6.4M
Coastline Trust Co 0.79% Reduce -19.4% 12,421 $6.4M
Northstar Asset Management Inc. 1.89% Reduce -16.2% 12,405 $6.4M
Ashton Thomas Private Wealth, LLC 0.24% Reduce -7.0% 12,377 $6.4M
Seven Mile Advisory 4.24% Add +2.3% 12,355 $6.3M
Arax Advisory Partners 0.41% Add +70.4% 12,310 $6.3M
D'Orazio & Associates, Inc. 0.96% Add +0.1% 12,285 $6.3M
Stokes Family Office, LLC 0.71% Add +3.2% 12,278 $6.3M
GSG Advisors LLC 2.07% Add +4.0% 12,619 $6.3M
First Foundation Advisors 0.26% Reduce -15.4% 12,245 $6.3M
Cadence Bank 0.45% Reduce -2.0% 12,244 $6.3M
Saxony Capital Management, LLC 5.51% Add +66.0% 12,210 $6.3M
Capital Planning Advisors, LLC 0.97% Add +7.7% 12,166 $6.3M
Salem Investment Counselors Inc. 0.22% Add +1.8% 12,138 $6.2M
Jaffetilchin Investment Partners, LLC 0.45% Add +125.1% 12,066 $6.2M
Strategic Investment Solutions, Inc. 1.80% Add +50.5% 12,039 $6.2M
Centurion Wealth Management LLC 1.94% No change 11,481 $6.2M
Monterey Private Wealth, Inc. 1.82% Reduce -3.6% 12,036 $6.2M
Saiph Capital, LLC 2.95% Reduce -2.3% 12,033 $6.2M
Coerente Capital Management 1.20% Reduce -5.5% 12,000 $6.2M
LexAurum Advisors, LLC 1.19% Add +3.7% 11,989 $6.2M
Founders Grove Wealth Partners, LLC 1.71% Add +15.7% 11,962 $6.1M
American Investment Services, Inc. 1.08% Add +7.3% 11,918 $6.1M
Central Valley Advisors, LLC 2.32% Add +150.0% 11,908 $6.1M
Advocacy Wealth Management, LLC 0.42% Reduce -0.4% 11,898 $6.1M
Phoenix Financial Ltd. 0.09% Reduce -7.2% 11,872 $6.1M
PAX Financial Group, LLC 1.08% Reduce -5.6% 11,855 $6.1M
Sunpointe, LLC 3.24% Reduce -0.0% 11,842 $6.1M
Blue Bell Private Wealth Management, LLC 1.15% Add +8.6% 11,840 $6.1M
Glass Jacobson Investment Advisors llc 1.98% No change 11,195 $6.0M
C M Bidwell & Associates Ltd. 3.60% Add +1.0% 11,650 $6.0M
Forum Financial Management, LP 0.10% Add +39.0% 11,650 $6.0M
Long Run Wealth Advisors, LLC 1.36% Add +6.3% 11,646 $6.0M
Soltis Investment Advisors LLC 0.53% Add +2.3% 11,577 $5.9M
UMB Bank, n.a. 0.10% Add +27.8% 11,556 $5.9M
Annie E. Casey Foundation, Inc. 7.99% New 11,514 $5.9M
Cambridge Capital Management, LLC 3.73% Add +18.3% 11,484 $5.9M
Market Street Wealth Management Advisors LLC 1.00% Reduce -0.5% 11,446 $5.9M
Root Financial Partners, LLC 0.63% Add +38.1% 11,433 $5.9M
Brooks, Moore & Associates, Inc. 3.30% Add +23.4% 11,394 $5.9M
Waterfront Wealth Inc. 1.43% Add +5.6% 11,392 $5.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% No change 11,346 $5.8M
First City Capital Management, Inc. 3.51% Add +2.0% 11,378 $5.8M
Reliant Wealth Planning 2.65% Reduce -6.5% 11,323 $5.8M
Primoris Wealth Advisors, LLC 4.50% Add +15.4% 11,320 $5.8M
Destination Wealth Management 0.18% Add +201.2% 11,270 $5.8M
Founders Financial Securities LLC 0.49% Reduce -28.9% 11,418 $5.8M
Flagstar Securities, Inc. 1.48% Reduce -0.3% 11,234 $5.8M
Vision Capital Management, Inc. 0.83% Reduce -3.2% 11,214 $5.8M
Mitchell Sinkler & Starr 1.61% Reduce -7.5% 11,210 $5.8M
Sound Income Strategies, LLC 0.34% Add +63.7% 11,208 $5.8M
Louisbourg Investments Inc. 1.56% Add +7.8% 11,201 $5.8M
Hoese & Co LLP 4.98% Reduce -1.2% 11,186 $5.7M
Pinnacle Wealth Management Advisory Group, LLC 0.53% Add +0.3% 11,143 $5.7M
Klingman & Associates, LLC 0.35% Add +24.4% 11,130 $5.7M
Mackenzie Financial Corp. 0.01% Add +15.4% 11,125 $5.7M
JFS Wealth Advisors, LLC 0.39% Add +5.0% 11,082 $5.7M
Tanager Wealth Management LLP 0.74% No change 11,058 $5.7M
Evelyn Partners Asset Management Ltd 1.57% Reduce -4.8% 10,996 $5.7M
BCGM Wealth Management, LLC 1.74% Reduce -3.2% 10,991 $5.6M
Fermata Advisors, LLC 1.02% Add +12.1% 10,975 $5.6M
Vista Investment Partners Ii, LLC 3.11% Reduce -0.3% 10,956 $5.6M
PFG Investments, LLC 0.36% Reduce -0.9% 10,925 $5.6M
Safeguard Financial, LLC 1.23% Reduce -4.1% 10,923 $5.6M
Hoxton Planning & Management, LLC 2.13% Add +2.3% 10,886 $5.6M
Masso Torrence Wealth Management Inc. 2.97% Add +2.3% 10,811 $5.6M
Luken Investment Analytics, LLC 2.60% Reduce -1.3% 10,788 $5.5M
Causey Wealth LLC 3.09% Add +148.6% 10,743 $5.5M
Becker Capital Management Inc. 0.18% Add +12.1% 10,722 $5.5M
Waters Parkerson & Co., LLC 0.29% Add +8.0% 10,702 $5.5M
1900 Wealth Management LLC 0.46% Reduce -4.1% 10,678 $5.5M
Finward Bancorp 4.75% Add +1.1% 10,662 $5.5M
Family Wealth Partners, LLC 2.50% Reduce -2.1% 10,650 $5.5M
Certuity, LLC 0.57% Add +8.9% 10,658 $5.5M
Detalus Advisors, LLC 1.72% Add +0.0% 10,639 $5.5M
Partners in Financial Planning 1.10% Add +0.1% 10,630 $5.5M
Gries Financial LLC 1.06% Reduce -9.2% 10,595 $5.4M
Operose Advisors LLC 1.80% Add +56.1% 10,589 $5.4M
ERn Financial, LLC 0.86% Reduce -0.2% 10,578 $5.4M
Penobscot Wealth Management 2.28% Add +134.6% 10,527 $5.4M
Rockbridge Investment Management, LCC 0.64% Reduce -0.2% 10,489 $5.4M
McDonald Partners LLC 1.40% Add +0.4% 10,479 $5.4M
Mattern Capital Management, LLC 0.69% Add +0.1% 10,477 $5.4M
Reliant Investment Partners, LLC 5.47% Reduce -2.3% 10,444 $5.4M
Evernest Financial Advisors, LLC 1.93% Reduce -63.4% 10,442 $5.4M
Douglass Winthrop Advisors, LLC 0.10% Add +8.1% 10,439 $5.4M
Saxon Interests, Inc. 2.51% Reduce -3.3% 10,428 $5.4M
PGIM Custom Harvest LLC 0.13% Add +4.1% 10,410 $5.3M
Everest Private Wealth 4.87% Add +2.3% 10,399 $5.3M
Members Trust Co 0.19% Add +3.1% 10,386 $5.3M
Peregrine Asset Advisers, Inc. 1.99% Add +8.5% 10,345 $5.3M
Park National Corp. 0.20% Add +0.0% 10,338 $5.3M
West Michigan Advisors, LLC 1.76% Reduce -1.9% 10,319 $5.3M
Anchor Investment Management, LLC 0.49% Reduce -0.4% 10,281 $5.3M
Stegner Investment Associates Inc. 3.68% No change 10,245 $5.3M
Advisors Capital Management, LLC 0.08% Reduce -0.9% 10,231 $5.3M
Insight Advisors, LLC/ PA 0.92% Add +16.6% 10,210 $5.2M
Trust Co. of Oklahoma 1.81% Reduce -6.8% 10,189 $5.2M
ARS Wealth Advisors Group, LLC 0.74% Reduce -5.1% 10,188 $5.2M
United Advisor Group, LLC 1.07% Add +12.6% 10,151 $5.2M
Ascentis Independent Advisors 1.03% Add +4.5% 10,151 $5.2M
ZWJ Investment Counsel Inc. 0.21% Add +6.7% 10,079 $5.2M
Custos Family Office, LLC 1.83% Reduce -0.8% 10,053 $5.2M
Hutchens & Kramer Investment Management Group, LLC 2.84% Add +2.1% 10,036 $5.2M
Horizon Investments, LLC 0.15% Reduce -12.3% 9,963 $5.1M
Advisory Alpha, LLC 0.17% Add +6.6% 9,960 $5.1M
Raffa Wealth Management, LLC 1.16% Add +1.1% 9,936 $5.1M
Cidel Asset Management Inc. 0.33% No change 9,906 $5.1M
Omnia Family Wealth, LLC 2.13% Reduce -0.3% 9,888 $5.1M
Essex Bank 1.24% Add +3.4% 9,783 $5.0M
FDx Advisors, Inc. 1.63% Add +68.2% 9,776 $5.0M
Ignite Planners, LLC 0.98% Add +11.2% 9,765 $5.0M
Sigma Investment Counselors Inc. 0.31% Reduce -2.2% 9,724 $5.0M
Gouws Capital LLC 3.26% Reduce -0.3% 9,707 $5.0M
Prepared Retirement Institute LLC 3.18% Reduce -7.4% 9,705 $5.0M
Cutter & CO Brokerage, Inc. 1.18% Reduce -1.3% 9,690 $5.0M
Financial Advocates Investment Management 0.35% Add +2.7% 9,659 $5.0M
Bfsg, LLC 0.60% Reduce -2.0% 9,629 $4.9M
Vernal Point Advisors, LLC 3.28% No change 9,628 $4.9M
Nwam LLC 0.43% Reduce -16.6% 9,623 $4.9M
Platform Technology Partners 1.44% Add +84.6% 9,618 $4.9M
SMART Wealth LLC 1.77% Reduce -41.0% 9,609 $4.9M
Essex Financial Services, Inc. 0.36% Add +9.3% 9,604 $4.9M
Ariston Services Group 4.12% Add +3.1% 9,591 $4.9M
Balefire, LLC 1.69% Add +616.1% 9,574 $4.9M
ICW Investment Advisors LLC 2.00% Add +1.9% 9,574 $4.9M
Aegis Wealth Management LLC 2.89% Add +278.0% 9,560 $4.9M
Vista Capital Partners, Inc. 0.59% Reduce -0.9% 9,443 $4.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.15% Reduce -0.9% 9,441 $4.9M
First American Trust, FSB 0.44% Reduce -9.5% 9,382 $4.8M
Christensen, King & Associates Investment Services, Inc. 2.28% Add +1.8% 9,062 $4.8M
Axis Wealth Partners, LLC 3.55% Add +11.1% 9,346 $4.8M
Single Point Partners, LLC 1.13% Reduce -4.7% 9,332 $4.8M
Moors & Cabot, Inc. 0.24% Add +6.0% 9,326 $4.8M
Wiser Advisor Group LLC 7.08% Reduce -2.6% 9,325 $4.8M
Quadcap Wealth Management, LLC 0.69% Reduce -0.4% 9,307 $4.8M
Milestone Asset Management Group, LLC 4.32% Add +10.3% 9,305 $4.8M
Generation Capital Management LLC 4.30% Add +6.0% 9,294 $4.8M
Blue Edge Capital, LLC 0.77% Add +0.3% 9,275 $4.8M
Heritage Trust Co 0.58% Add +0.5% 9,272 $4.8M
First Heartland Consultants, Inc. 0.49% Reduce -35.8% 9,247 $4.8M
WealthCare Investment Partners, LLC 2.01% Reduce -2.9% 10,044 $4.7M
Capital Wealth Management, LLC 1.97% Add +8.3% 9,218 $4.7M
Chris Bulman Inc 2.98% Add +55.0% 9,193 $4.7M
New Century Financial Group, LLC 5.45% Reduce -6.5% 9,174 $4.7M
Walter & Keenan Wealth Management LLC /in/ 1.42% Reduce -0.2% 9,151 $4.7M
Beacon Capital Management, LLC 0.64% Reduce -12.8% 9,150 $4.7M
Aaron Wealth Advisors LLC 0.54% Reduce -2.6% 9,137 $4.7M
Werba Rubin Papier Wealth Management 1.02% Reduce -9.3% 9,086 $4.7M
Hanover Advisors Inc. 2.02% Add +8.8% 9,081 $4.7M
Kinloch Capital, LLC 2.23% Reduce -9.9% 9,066 $4.7M
Ssa Swiss Advisors AG 2.39% — 9,066 $4.7M
My Personal CFO, LLC 2.35% Add +37.0% 9,065 $4.7M
Sulzberger Capital Advisors, Inc. 6.12% Reduce -25.8% 9,060 $4.7M
Marex Group Ltd 0.09% Add +128.7% 9,051 $4.7M
CPR Investments Inc. 4.12% Add +80.7% 9,035 $4.6M
Mayflower Financial Advisors, LLC 0.71% Add +7.5% 9,033 $4.6M
Gerber Kawasaki Wealth & Investment Management 0.21% Add +24.0% 9,022 $4.6M
Signaturefd, LLC 0.09% Add +10.4% 8,999 $4.6M
SRH Advisors, LLC 1.43% Add +0.2% 8,996 $4.6M
Signature Estate & Investment Advisors LLC 0.12% Add +1.4% 8,989 $4.6M
Menora Mivtachim Holdings LTD. 0.03% Reduce -98.3% 8,987 $4.6M
Hurley Capital, LLC 3.47% New 8,910 $4.6M
Spirepoint Private Client, LLC 0.59% Reduce -0.5% 8,839 $4.5M
JTC Employer Solutions Trustee Ltd 0.37% No change 8,837 $4.5M
M3 Advisory Group, LLC 3.59% Add +13.1% 8,836 $4.5M
Guidance Capital, Inc. 1.39% New 8,721 $4.5M
Legacy Financial Strategies, LLC 0.99% Add +2.3% 8,834 $4.5M
Burling Wealth Partners, LLC 0.95% Add +19.4% 8,806 $4.5M
PDS Planning, Inc 0.38% Add +6.6% 8,803 $4.5M
Bouchey Financial Group, Ltd. 0.41% Add +507.9% 8,790 $4.5M
Lanark Financial, Inc. 0.39% — 8,783 $4.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.86% Add +17.3% 9,334 $4.5M
Leo Wealth, LLC 0.65% Reduce -12.3% 8,776 $4.5M
Baldwin Investment Management, LLC 0.54% Reduce -0.4% 8,764 $4.5M
Ledgewood Wealth Advisors, LLC 2.89% Add +0.5% 8,729 $4.5M
IMG Wealth Management, Inc. 4.02% Add +1.8% 8,707 $4.5M
Arthur M. Cohen & Associates, LLC 0.86% Reduce -10.4% 8,692 $4.5M
Tyche Wealth Partners LLC 0.97% Add +2.8% 8,691 $4.5M
Signal Advisors Wealth, LLC 0.44% Add +8.6% 8,680 $4.5M
Fortis Capital Advisors, LLC 0.90% Add +211.7% 8,613 $4.4M
Pasadena Private Wealth, LLC 0.85% New 8,576 $4.4M
D.B. Root & Company, LLC 1.42% Reduce -8.1% 8,553 $4.4M
Midwest Financial Network, LLC 4.38% Add +3.7% 8,540 $4.4M
Atlas Capital Advisors Inc. 0.55% Reduce -3.4% 8,525 $4.4M
Grant/GrossMendelsohn, LLC 2.43% Add +1.0% 8,629 $4.4M
Yarger Wealth Strategies, LLC 2.55% Reduce -4.2% 8,503 $4.4M
McKinley Carter Wealth Services, Inc. 0.27% Add +60.3% 8,501 $4.4M
Whalerock Point Partners, LLC 1.07% No change 8,493 $4.4M
Obsidian Cio, LLC 0.71% Add +12.7% 8,468 $4.4M
True North Advisors, LLC 0.77% New 8,467 $4.4M
SeaBridge Investment Advisors LLC 0.94% Reduce -3.0% 8,462 $4.3M
TFO Wealth Partners, LLC 0.86% New 8,428 $4.3M
Comprehensive Financial Planning, Inc. 4.21% Add +3.9% 8,422 $4.3M
Bath Savings Trust Co 0.45% Add +6.2% 8,413 $4.3M
Black Diamond Financial, LLC 0.65% Add +1.6% 8,408 $4.3M
Modus Advisors, LLC 1.41% Reduce -2.5% 8,381 $4.3M
Foster Dykema Cabot & Partners, LLC 0.34% Reduce -3.5% 8,356 $4.3M
Well Done, LLC 0.77% Reduce -3.3% 7,917 $4.3M
Revolve Wealth Partners, LLC 0.62% Add +78.3% 8,295 $4.3M
Xcel Wealth Management, LLC 1.33% Add +0.1% 8,263 $4.2M
Debussy Capital Management LP 0.68% Add +1.3% 8,249 $4.2M
Legacy Edge Advisors, LLC 0.66% Reduce -1.7% 8,201 $4.2M
Clarity Capital Advisors, LLC 2.77% Reduce -0.0% 8,200 $4.2M
Phillips Wealth Planners LLC 4.45% Reduce -8.2% 8,586 $4.2M
Palisade Asset Management, LLC 0.43% Add +1.4% 8,189 $4.2M
Jacobi Capital Management LLC 0.31% Reduce -4.8% 8,175 $4.2M
DGS Capital Management, LLC 1.11% Reduce -0.4% 8,173 $4.2M
Calton & Associates, Inc. 0.96% Add +127.7% 8,166 $4.2M
Clarity Capital Partners LLC 1.69% Add +2.2% 8,163 $4.2M
Vantage Financial Partners, LLC 1.04% Reduce -19.3% 8,160 $4.2M
CFM Wealth Partners LLC 0.74% Add +0.2% 8,154 $4.2M
Fifth Third Wealth Advisors LLC 0.22% Add +5.0% 8,134 $4.2M
Cohen & Steers, Inc. 0.01% No change 8,132 $4.2M
Rf&l Wealth Management, LLC 2.99% Add +4.1% 8,130 $4.2M
RKL Wealth Management LLC 0.39% Reduce -9.7% 8,096 $4.2M
Boyd Watterson Asset Management LLC 1.34% Reduce -0.1% 8,085 $4.2M
Moss Adams Wealth Advisors LLC 0.44% Add +35.9% 8,084 $4.2M
MassMutual Private Wealth & Trust, FSB 0.12% Reduce -61.0% 8,079 $4.2M
Frisch Financial Group, Inc. 1.16% Add +0.1% 8,068 $4.1M
Aventura Private Wealth, LLC 2.17% Reduce -4.1% 8,057 $4.1M
Caldwell Trust Co 0.44% Add +1.1% 8,047 $4.1M
Next Capital Management LLC 1.98% Reduce -0.7% 8,040 $4.1M
Apollon Financial, LLC 0.98% Add +365.6% 8,027 $4.1M
25 LLC 1.70% Add +0.8% 8,018 $4.1M
Edgestream Partners, L.P. 0.14% Add +10.6% 8,011 $4.1M
Cedar Wealth Management, LLC 1.46% Add +32.5% 8,010 $4.1M
Allie Family Office LLC 2.25% Reduce -25.9% 7,993 $4.1M
FAS Wealth Partners, Inc. 0.33% Reduce -0.4% 7,973 $4.1M
Gradient Capital Advisors, LLC 1.34% Add +2.3% 7,966 $4.1M
Stratos Investment Management, LLC 0.22% Add +9.7% 7,935 $4.1M
Ironwood Investment Counsel, LLC 0.70% Add +39.0% 7,930 $4.1M
Jackson, Grant Investment Advisers, Inc. 1.57% Reduce -2.3% 7,891 $4.1M
Zacks Investment Management 0.04% Add +20.2% 7,890 $4.1M
Cercano Management LLC 0.12% No change 7,883 $4.1M
Capasso Planning Partners LLC 1.69% Add +73.8% 7,858 $4.0M
Fiduciary Counselling Inc. 9.91% Add +37.3% 7,849 $4.0M
Lake Street Private Wealth, LLC 0.66% Reduce -40.1% 7,838 $4.0M
Southland Equity Partners LLC 0.94% Add +0.2% 7,832 $4.0M
Cullinan Associates Inc. 0.28% No change 7,830 $4.0M
Sagace Wealth Management LLC 3.03% Reduce -8.1% 7,801 $4.0M
Capital Wealth Alliance, LLC 2.39% Add +69.3% 7,771 $4.0M
Vestia Personal Wealth Advisors 3.16% Add +6.0% 7,768 $4.0M
Good Steward Wealth Advisors,LLC 3.63% — 7,762 $4.0M
Allen Mooney & Barnes Investment Advisors LLC 0.65% Add +25.5% 7,757 $4.0M
Minot DeBlois Advisors LLC 3.96% Reduce -1.9% 7,733 $4.0M
Maia Wealth LLC 0.90% Add +9.2% 7,972 $3.9M
Sovereign Financial Group, Inc. 0.91% Reduce -3.8% 7,683 $3.9M
Per Stirling Capital Management, LLC. 0.57% Reduce -67.2% 7,673 $3.9M
HCR Wealth Advisors 0.51% Add +5.7% 7,669 $3.9M
Eastern Bank 0.08% Reduce -5.7% 7,669 $3.9M
Two Sigma Securities, LLC 0.60% New 7,645 $3.9M
Ritholtz Wealth Management 0.12% Add +24.6% 7,628 $3.9M
Bridgewater Associates 0.02% New 7,605 $3.9M
Sheaff Brock Investment Advisors, LLC 0.36% Add +7.1% 7,559 $3.9M
Welch Group, LLC 0.17% Reduce -0.2% 7,604 $3.9M
Syon Capital LLC 0.32% Reduce -7.0% 7,540 $3.9M
Warwick Investment Management, Inc. 0.80% Add +5.0% 7,536 $3.9M
Etesian Wealth Advisors, Inc. 1.67% Add +3.5% 7,527 $3.9M
Biltmore Family Office, LLC 0.66% Add +20.0% 7,518 $3.9M
Bedell Frazier Investment Counselling, LLC 0.98% Reduce -0.7% 7,504 $3.9M
Callan Family Office, LLC 0.29% Reduce -0.8% 7,486 $3.8M
Asset Dedication, LLC 0.31% Add +5.4% 7,485 $3.8M
Elser Financial Planning, Inc 5.32% Add +21.1% 7,482 $3.8M
Security National Bank 0.73% Add +2.8% 7,482 $3.8M
Red Crane Wealth Management, LLC 3.68% Reduce -0.3% 7,475 $3.8M
Ausdal Financial Partners, Inc. 0.29% Reduce -5.9% 7,468 $3.8M
Fee-Only Financial Planning, L.C. 2.62% No change 7,463 $3.8M
Belmont Capital, LLC 0.69% Add +3.0% 7,449 $3.8M
Crux Wealth Advisors 1.99% Add +4.4% 7,446 $3.8M
Clear Creek Financial Management, LLC 0.40% Reduce -1.9% 7,443 $3.8M
WESPAC Advisors, LLC 3.12% No change 7,440 $3.8M
J Hagan Capital, Inc. 3.11% — 7,088 $3.8M
Valued Retirements, Inc. 5.02% Add +10.8% 7,431 $3.8M
ORG Partners LLC 0.97% Reduce -86.0% 7,389 $3.8M
Prospect Financial Services LLC 2.11% Add +71.7% 7,400 $3.8M
Ami Investment Management Inc. 1.23% Reduce -2.3% 7,394 $3.8M
Quartz Partners, LLC 2.30% Reduce -5.6% 7,365 $3.8M
Koss-Olinger Consulting, LLC 0.32% New 7,333 $3.8M
Seamount Financial Group Inc. 2.56% Add +6.2% 7,313 $3.8M
Lowe Brockenbrough & Co. Inc. 0.25% Reduce -1.5% 7,311 $3.8M
Townsend Asset Management Corp. /NC/ 1.45% Reduce -8.3% 7,301 $3.8M
Fluent Financial, LLC 1.63% Add +1560.0% 7,271 $3.7M
Silver Oak Securities, Incorporated 0.35% Reduce -0.3% 7,308 $3.7M
Calamos Wealth Management LLC 0.19% Add +6.0% 7,246 $3.7M
Texas Yale Capital Corp. 0.15% Add +36.0% 7,231 $3.7M
Howard Wealth Management, LLC 2.07% Reduce -3.5% 7,222 $3.7M
McAdam, LLC 0.23% Reduce -3.6% 7,207 $3.7M
Prospect Financial Group LLC 4.72% Reduce -0.8% 7,199 $3.7M
Kornitzer Capital Management Inc. 0.08% Add +37.1% 7,198 $3.7M
Armbruster Capital Management, Inc. 0.74% Add +13.7% 7,194 $3.7M
Riverchase Wealth Management, LLC 2.59% Reduce -0.4% 7,191 $3.7M
Integrated Investment Consultants, LLC 0.74% Add +3.6% 7,182 $3.7M
Keebeck Wealth Management 0.54% Reduce -1.6% 7,159 $3.7M
Liberty Wealth Management LLC 0.70% Add +6.4% 8,059 $3.7M
Gallacher Capital Management LLC 1.79% Add +41.8% 7,140 $3.7M
Childress Capital Advisors, LLC 1.06% Add +1.4% 7,133 $3.7M
LongView Wealth Management 1.10% Add +11.0% 7,120 $3.7M
Adapt Wealth Advisors, LLC 1.78% Reduce -0.1% 7,113 $3.7M
KMT Wealth Management, LLC 2.50% Add +88.2% 7,105 $3.7M
Squarepoint Ops LLC 0.01% Add +829.5% 7,083 $3.6M
Elevate Capital Advisors, LLC 3.37% Reduce -12.8% 7,081 $3.6M
Fi3 FINANCIAL ADVISORS, LLC 1.48% Reduce -6.4% 7,078 $3.6M
Continuum Wealth Advisors, LLC 1.86% Reduce -6.2% 7,062 $3.6M
Diversified Enterprises, LLC 0.31% Add +104.7% 7,059 $3.6M
Ridgewood Investments LLC 1.69% Reduce -4.0% 7,057 $3.6M
Bill Few Associates, Inc. 1.29% Reduce -1.0% 7,050 $3.6M
John G Ullman & Associates Inc. 0.56% Reduce -14.8% 7,047 $3.6M
Truepoint, Inc. 0.10% Add +6.5% 7,013 $3.6M
Renaissance Technologies 0.01% Reduce -72.7% 7,000 $3.6M
Titleist Asset Management, LLC 0.42% Add +8.4% 6,993 $3.6M
S.A. Mason LLC 1.90% Add +3.2% 6,984 $3.6M
Russell Investments Group, Ltd. 0.00% Add +14.4% 6,983 $3.6M
SWF LLC 1.00% New 6,937 $3.6M
Magnolia Capital Advisors LLC 0.96% Add +38.2% 6,908 $3.5M
Heritage Investors Management Corp. 0.12% Reduce -49.5% 6,898 $3.5M
Elevation Capital Advisory, LLC 1.54% Add +3.7% 6,890 $3.5M
Clientfirst Wealth Management, LLC 4.00% No change 6,870 $3.5M
May Hill Capital, LLC 1.33% Add +0.1% 6,861 $3.5M
First National Corp. /Ma/ 0.78% Add +3.6% 6,856 $3.5M
Edmond DE Rothschild Holding S.A. 0.06% Reduce -27.9% 6,847 $3.5M
Tradition Wealth Management, LLC 0.31% Add +13.3% 6,840 $3.5M
Bulltick Wealth Management, LLC 0.93% Add +445.3% 6,816 $3.5M
First PREMIER Bank 0.88% Add +3.7% 6,778 $3.5M
Davis R M Inc. 0.07% Add +15.4% 6,756 $3.5M
Wellspring Financial Advisors, LLC 0.38% Reduce -50.7% 299,818 $3.5M
Attessa Capital LLC 2.26% Add +17.7% 6,728 $3.5M
Family Investment Center, Inc. 0.84% Reduce -10.9% 6,712 $3.4M
Summit Wealth & Retirement Planning, Inc. 1.06% Add +722.8% 6,706 $3.4M
Bristlecone Advisors, LLC 0.28% Reduce -2.9% 6,703 $3.4M
CV Advisors LLC 1.21% Add +1.1% 6,763 $3.4M
Cornerstone Wealth Management, LLC 0.23% Reduce -1.7% 6,669 $3.4M
Paragon Private Wealth Management, LLC 1.59% Add +0.0% 6,669 $3.4M
Channel Wealth LLC 1.06% Add +1.7% 6,663 $3.4M
Sage Capital Advisors,llc 0.89% Reduce -11.3% 6,641 $3.4M
Wealthstream Advisors, Inc. 0.64% Add +3.0% 6,629 $3.4M
Integrity Financial Corp 1.93% Add +176.4% 6,623 $3.4M
Bluesphere Advisors LLC 1.95% Reduce -31.8% 6,623 $3.4M
Tradewinds, LLC. 0.96% Reduce -2.4% 6,595 $3.4M
1776 Wealth LLC 1.56% Add +3.1% 6,588 $3.4M
Medallion Wealth Advisors, LLC 1.53% Add +3.4% 6,547 $3.4M
Vigilare Wealth Management 1.35% Add +147.7% 6,569 $3.4M
Ferguson Wellman Capital Management, Inc. 0.07% Add +3.6% 6,569 $3.4M
BLB&B Advisors, LLC 0.17% Reduce -1.4% 6,566 $3.4M
Maxele Advisors, LLC 3.26% Add +45.1% 6,564 $3.4M
Headinvest, LLC 0.65% Reduce -1.0% 6,532 $3.4M
Community Bank of Raymore 2.71% Add +4.0% 6,522 $3.4M
DecisionMap Wealth Management, LLC 2.54% Reduce -0.7% 6,508 $3.3M
Triasima Portfolio Management inc. 0.66% Reduce -2.8% 6,500 $3.3M
Johnson Financial Group, LLC 0.35% New 6,472 $3.3M
Agate Pass Investment Management, LLC 1.42% Reduce -1.1% 6,472 $3.3M
Keystone Global Partners, LLC 2.33% — 6,467 $3.3M
Astra Wealth Partners LLC 3.17% Reduce -13.3% 6,462 $3.3M
Opulen Financial Group LLC 3.01% Add +3.6% 6,452 $3.3M
Sawyer & Company, Inc 1.34% Reduce -19.3% 6,451 $3.3M
Bordeaux Wealth Advisors LLC 0.61% Add +4.2% 6,438 $3.3M
LifeWealth Investments, LLC 1.59% Add +221.3% 6,427 $3.3M
Avondale Wealth Management 2.07% Add +1.5% 6,411 $3.3M
Sterling Group Wealth Management, LLC 1.77% Reduce -1.2% 6,409 $3.3M
Mechanics Bank Trust Department 0.45% Reduce -7.8% 6,405 $3.3M
Berkshire Money Management, Inc. 0.37% Reduce -4.4% 6,402 $3.3M
Strategies Wealth Advisors, LLC 0.40% Reduce -5.4% 6,383 $3.3M
Baldwin Wealth Partners LLC 0.23% Add +5.8% 6,365 $3.3M
Fortress Private Ledger, LLC 1.82% Add +32.1% 6,353 $3.3M
DT Investment Partners, LLC 0.32% Add +5.8% 6,352 $3.3M
First Interstate Bank 0.19% Reduce -9.2% 6,341 $3.3M
Viewpoint Investment Partners Corp. 1.75% Add +0.5% 6,318 $3.2M
Clark Asset Management, LLC 0.54% Add +25.5% 6,312 $3.2M
Consultiva Wealth Management, Corp. 11.12% Add +3.2% 6,292 $3.2M
Planning Alternatives Ltd. 0.49% Add +6.3% 6,275 $3.2M
Rebalance, LLC 0.24% Reduce -0.3% 6,242 $3.2M
VSM Wealth Advisory, LLC 1.15% Add +0.0% 6,239 $3.2M
LRI Investments, LLC 0.31% Reduce -3.6% 6,229 $3.2M
NYL Investors LLC 0.21% No change 6,217 $3.2M
Quent Capital, LLC 0.33% Reduce -0.3% 6,210 $3.2M
Pennington Partners & Co., LLC 1.82% Reduce -2.5% 6,190 $3.2M
Black Swift Group, LLC 0.71% Reduce -3.0% 6,145 $3.2M
Walled Lake Planning & Wealth Management, LLC 1.12% Add +0.5% 6,126 $3.1M
Highland Capital Management, LLC 0.19% Add +412.1% 6,120 $3.1M
Synergy Financial Group, LTD 2.82% Add +32.4% 6,114 $3.1M
New Covenant Trust Company, N.A. 3.32% Reduce -18.6% 6,150 $3.1M
Clarkston Capital Partners, LLC 0.06% Reduce -0.0% 6,110 $3.1M
Quadrant Capital Group LLC 0.12% Reduce -4.1% 6,101 $3.1M
Mosaic Family Wealth Partners, LLC 0.45% Add +11.4% 6,093 $3.1M
Independent Wealth Network Inc. 1.25% Reduce -10.1% 6,071 $3.1M
Strategic Family Wealth Counselors, L.L.C. 1.01% Add +15.5% 6,049 $3.1M
Waddell & Associates, LLC 0.38% Add +15.6% 6,048 $3.1M
Taylor Hoffman Capital Management LLC 1.15% Add +27.4% 6,024 $3.1M
Cooper Financial Group 0.41% Add +50.0% 5,999 $3.1M
Lee, Kelleher & Klein Wealth Management 2.26% Reduce -0.4% 5,987 $3.1M
Financial Perspectives, Inc 1.05% Reduce -1.3% 5,986 $3.1M
Sfmg, LLC 0.24% Add +6.2% 5,984 $3.1M
Farrow Financial, Inc. 2.07% Add +5.6% 5,977 $3.1M
Advisory Research Inc. 0.54% Reduce -8.4% 5,975 $3.1M
XML Financial, LLC 0.29% Add +2.6% 5,971 $3.1M
Bakala Capital LLC 17.57% Add +9.0% 5,964 $3.1M
Schrum Private Wealth Management LLC 2.68% Add +5.2% 5,922 $3.0M
Financial Consulate, Inc. 0.77% Add +2.7% 5,912 $3.0M
Headlands Technologies LLC 0.35% Reduce -85.1% 5,894 $3.0M
Thompson Davis & Co., Inc. 2.39% Add +0.3% 5,887 $3.0M
Woodmont Investment Counsel LLC 0.22% Add +12.5% 5,878 $3.0M
Hemington Wealth Management 0.47% Reduce -0.2% 5,859 $3.0M
Auour Investments LLC 1.09% Reduce -10.6% 5,887 $3.0M
Compass Advisory Group LLC 1.04% Add +10.2% 5,811 $3.0M
LVW Advisors, LLC 0.36% Add +9.5% 5,808 $3.0M
Welch & Forbes LLC 0.04% Reduce -20.8% 5,770 $3.0M
Trellis Wealth Advisors LLC 1.44% Add +368.3% 5,755 $3.0M
Cora Capital Advisors LLC 1.42% Add +1.8% 5,752 $3.0M
DB Fitzpatrick & Co, Inc 2.80% Add +6.6% 5,740 $2.9M
Cove Private Wealth, LLC 1.57% Add +22.1% 5,718 $2.9M
Private Advisory Group LLC 0.34% Reduce -28.7% 5,707 $2.9M
Nations Financial Group Inc, /Ia/ 0.22% Add +18.7% 5,691 $2.9M
Archer Investment Corp 0.76% Add +0.0% 5,683 $2.9M
First National Advisers, LLC 0.47% Add +13.9% 5,679 $2.9M
WESCAP Management Group, Inc. 0.71% Reduce -11.8% 5,667 $2.9M
Maridea Wealth Management LLC 0.95% Add +15.7% 5,634 $2.9M
Tudor Investment Corporation 0.03% Add +111.3% 5,625 $2.9M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.49% Reduce -1.1% 5,623 $2.9M
SteelPeak Wealth, LLC 0.12% Reduce -68.5% 5,624 $2.9M
GHP Investment Advisors, Inc. 0.14% Add +5.8% 5,561 $2.9M
Violich Capital Management, Inc. 0.39% Add +0.9% 5,560 $2.9M
Global Strategic Investment Solutions, LLC 0.33% Reduce -0.1% 5,558 $2.9M
Consilio Wealth Advisors, LLC 1.19% Reduce -0.7% 5,548 $2.9M
BIP Wealth, LLC 0.19% Add +18.8% 5,547 $2.9M
Worth Asset Management, LLC 1.55% Reduce -45.3% 5,513 $2.8M
Ewa, LLC 1.05% Reduce -7.4% 5,510 $2.8M
World Equity Group, Inc. 0.81% Reduce -51.4% 5,485 $2.8M
Kathmere Capital Management, LLC 0.24% Add +3.1% 5,461 $2.8M
First County Bank 1.55% Reduce -4.0% 5,461 $2.8M
Aprio Wealth Management, LLC 0.35% Add +444.8% 5,448 $2.8M
QTR Family Wealth, LLC 2.10% — 5,429 $2.8M
Fiduciary Family Office, LLC 0.93% New 5,418 $2.8M
Berkeley, Inc 1.30% Reduce -12.7% 5,410 $2.8M
Orgel Wealth Management, LLC 0.07% Add +8.4% 5,404 $2.8M
MBL Wealth, LLC 0.28% Add +3.1% 5,396 $2.8M
Accredited Investors Inc. 0.17% Add +4.9% 5,396 $2.8M
Vermillion Wealth Management, Inc. 0.82% Reduce -1.8% 5,388 $2.8M
Disciplined Investors, L.L.C. 2.50% Add +1.6% 5,384 $2.8M
Barnes Pettey Financial Advisors, LLC 2.15% Reduce -1.8% 5,384 $2.8M
Tranquility Partners, LLC 1.07% No change 5,378 $2.8M
Weaver Consulting Group 0.83% Add +1.0% 5,367 $2.8M
Prime Buchholz LLC 0.96% Add +1.3% 5,362 $2.8M
Affinity Capital Advisors, LLC 0.54% Add +164.2% 5,590 $2.7M
Amitell Capital Pte Ltd 2.12% New 5,331 $2.7M
Performance Wealth Partners, LLC 0.10% Add +5.7% 5,321 $2.7M
Patton Albertson Miller Group, LLC 0.41% Add +113.5% 5,313 $2.7M
GW Henssler & Associates Ltd. 0.16% Add +28.8% 5,294 $2.7M
PACK Private Wealth, LLC 1.61% Reduce -7.2% 5,268 $2.7M
Richardson Financial Services Inc. 2.06% Reduce -5.2% 5,260 $2.7M
Full Sail Capital, LLC 0.17% Reduce -1.7% 5,231 $2.7M
FSM Wealth Advisors, LLC 0.60% Add +18.4% 5,218 $2.7M
Arcadia Wealth Management, LLC 1.32% Reduce -7.4% 5,217 $2.7M
Perennial Investment Advisors, LLC 0.30% Add +10.6% 5,216 $2.7M
Balboa Wealth Partners 0.65% Add +74.7% 5,216 $2.7M
First Pacific Financial 0.54% Reduce -2.5% 5,203 $2.7M
Goodwin Investment Advisory 4.15% Reduce -21.0% 5,194 $2.7M
IFC Advisors LLC 0.55% Add +0.6% 5,169 $2.7M
Everhart Financial Group, Inc. 0.36% Add +28.8% 5,163 $2.7M
Financial Council, LLC 1.43% No change 5,152 $2.6M
KFA Private Wealth Group, LLC 0.93% Add +5.3% 5,152 $2.6M
Yoder Wealth Management, Inc. 1.49% No change 5,144 $2.6M
Investment Advisory Group, LLC 0.88% Add +4.8% 5,142 $2.6M
Capital Advisors Inc. 0.05% Reduce -2.3% 5,076 $2.6M
Pine Ridge Advisers LLC 0.22% No change 5,075 $2.6M
DBK Financial Counsel, LLC 2.61% Reduce -3.7% 5,071 $2.6M
Panoramic Investment Advisors, LLC 1.76% Reduce -6.8% 5,070 $2.6M
Baker Avenue Asset Management, LP 0.08% Add +47.1% 5,067 $2.6M
Principle Wealth Partners LLC 0.19% Reduce -0.5% 5,050 $2.6M
Myecfo, LLC 1.37% Add +6.3% 5,019 $2.6M
JPL Wealth Management, LLC 0.73% Add +12.8% 4,976 $2.6M
Guyasuta Investment Advisors Inc. 0.17% Add +7.7% 4,964 $2.6M
Hubbell Strickland Wealth Management, LLC 1.21% Add +0.3% 4,962 $2.5M
Horan Capital Advisors, LLC. 0.86% Add +4.8% 4,958 $2.5M
Long Island Wealth Management, Inc. 1.55% Reduce -3.2% 4,951 $2.5M
Accel Wealth Management 0.92% Add +2.5% 4,951 $2.5M
Procyon Advisors, LLC 0.15% Add +45.7% 4,879 $2.5M
FOCUS Wealth Advisors, LLC 1.38% No change 4,875 $2.5M
Robinson Smith Wealth Advisors LLC 2.09% Reduce -10.3% 4,869 $2.5M
Roberts Glore & Co. Inc. 0.76% Add +39.6% 4,868 $2.5M
Stockman Wealth Management, Inc. 0.37% Add +3.6% 4,867 $2.5M
Physician Wealth Advisors, Inc. 0.43% Add +2.3% 4,854 $2.5M
Cherry Creek Investment Advisors, Inc. 1.30% Add +1.6% 4,853 $2.5M
Wealth Architects, LLC 0.27% Add +16.5% 4,846 $2.5M
Apeiron RIA LLC 0.75% Reduce -13.3% 4,841 $2.5M
Values Added Financial LLC 1.38% Add +1.3% 4,831 $2.5M
Copperleaf Capital, LLC 1.48% Add +38.4% 4,818 $2.5M
Grantvest Financial Group LLC 2.01% Add +13.9% 4,812 $2.5M
Innova Wealth Partners 1.53% Add +9.8% 4,808 $2.5M
Greenline Partners, LLC 0.36% Reduce -4.9% 2,750 $2.5M
Commons Capital, LLC 2.26% Add +161.6% 4,797 $2.5M
JT Stratford LLC 0.44% Reduce -28.9% 4,788 $2.5M
Defender Capital, LLC. 0.97% New 4,750 $2.5M
Olde Wealth Management, LLC 0.87% Add +0.1% 4,777 $2.5M
Cooper/Haims Advisors, LLC 1.33% Add +0.3% 4,773 $2.5M
Provenance Wealth Advisors, LLC 0.35% No change 4,768 $2.5M
E&G Advisors, LLC 0.69% No change 4,752 $2.4M
IMA Advisory Services, Inc. 0.29% Reduce -29.6% 4,750 $2.4M
Syntegra Private Wealth Group, LLC 0.28% Add +424.0% 4,732 $2.4M
WMG Financial Advisors, LLC 1.03% Add +4.2% 4,731 $2.4M
TCI Wealth Advisors, Inc. 0.19% Reduce -3.3% 4,727 $2.4M
Sonora Investment Management Group, LLC 0.19% Reduce -5.8% 4,710 $2.4M
Verus Financial Partners, Inc. 0.28% Add +2.6% 4,894 $2.4M
LifeGuide Financial Advisors, LLC 0.99% Add +1.7% 4,705 $2.4M
Cassaday & Co Wealth Management LLC 0.07% Add +47.8% 4,704 $2.4M
Terra Nova Asset Management LLC 1.90% Reduce -3.5% 4,704 $2.4M
Lavaca Capital LLC 1.10% Reduce -4.3% 4,697 $2.4M
Harbour Investment Management LLC 1.09% No change 4,692 $2.4M
Hardin Capital Partners, LLC 1.48% Add +9.0% 4,692 $2.4M
Retirement Income Solutions, Inc. 0.50% No change 4,668 $2.4M
Quantum Portfolio Management LLC 1.21% Add +23.4% 4,659 $2.4M
Meredith Wealth Planning 1.05% Reduce -0.8% 4,645 $2.4M
Bridgewealth Advisory Group, LLC 3.14% Reduce -67.4% 4,644 $2.4M
Talon Private Wealth, LLC 0.32% Reduce -33.6% 4,639 $2.4M
Patriot Investment Management Group, Inc. 0.18% Reduce -14.4% 4,633 $2.4M
Meeder Advisory Services, Inc. 0.14% Add +47.9% 4,624 $2.4M
Arrien Investments, Inc. 1.70% Reduce -0.6% 4,616 $2.4M
Stonebridge Capital Advisors LLC 0.19% Reduce -0.2% 4,605 $2.4M
SkyOak Wealth, LLC 0.52% Reduce -0.3% 4,598 $2.4M
180 Wealth Advisors, LLC 0.38% Reduce -0.4% 4,580 $2.4M
Naviter Wealth, LLC 0.28% Add +4.0% 4,550 $2.3M
Capital Investment Advisory Services, LLC 0.21% Add +1.9% 4,533 $2.3M
Equita Financial Network, Inc. 0.81% Add +7.5% 4,511 $2.3M
Montecito Bank & Trust 0.41% Add +4.6% 4,507 $2.3M
Optimist Retirement Group LLC 1.16% Reduce -12.0% 4,496 $2.3M
L.K. Benson & Company, P.C. 1.59% Add +0.3% 4,481 $2.3M
Howard Bailey Securities, LLC 0.77% Add +47.6% 4,481 $2.3M
Index Fund Advisors, Inc. 0.14% Reduce -4.3% 4,449 $2.3M
Purkiss Capital Advisors LLC 1.72% Add +4.1% 4,443 $2.3M
Washburn Capital Management, Inc. 1.50% Reduce -0.2% 4,440 $2.3M
MIdWestOne Financial Group, Inc. 0.32% Reduce -14.6% 4,424 $2.3M
Founders Financial Alliance, LLC 0.55% Add +21.6% 4,412 $2.3M
Orrstown Financial Services Inc. 0.54% Add +0.4% 4,408 $2.3M
Canandaigua National Bank & Trust Co. 0.23% Reduce -0.2% 4,396 $2.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.18% Add +4.1% 4,378 $2.3M
Baring Financial LLC 1.89% Add +23.3% 4,385 $2.3M
17 Capital Partners, LLC 1.45% Add +13.0% 4,381 $2.3M
Elevated Capital Advisors, LLC 0.63% Add +4.1% 4,379 $2.3M
Golden State Wealth Management, LLC 0.33% Add +6.5% 4,374 $2.2M
Key Client Fiduciary Advisors, LLC 1.03% Add +2.8% 4,368 $2.2M
LPF Advisors LLC 1.83% Reduce -22.6% 4,357 $2.2M
Pine Haven Investment Counsel, Inc 1.87% Reduce -0.2% 4,333 $2.2M
Private Client Services, LLC 1.10% Add +1.2% 4,327 $2.2M
Atlantic Union Bankshares Corp 0.13% Add +13.5% 4,321 $2.2M
Elevatus Welath Management 1.26% Reduce -93.1% 4,317 $2.2M
Tortoise Investment Management, LLC 0.23% Reduce -1.2% 4,316 $2.2M
Westshore Wealth, LLC 0.94% Add +113.9% 4,310 $2.2M
Ascent Wealth Partners, LLC 0.30% Add +3.3% 4,294 $2.2M
Harfst & Associates, Inc. 0.51% No change 4,268 $2.2M
Michels Family Financial, LLC 1.98% Add +1.3% 4,268 $2.2M
WP Advisors, LLC 0.73% Add +4.4% 4,263 $2.2M
Wakefield Asset Management LLLP 0.66% Add +5.0% 4,258 $2.2M
Cardinal Point Capital Management ULC 0.20% Add +0.7% 4,252 $2.2M
Winthrop Advisory Group LLC 0.26% Reduce -11.8% 4,251 $2.2M
Fortitude Family Office, LLC 0.78% Add +476.7% 4,227 $2.2M
Planning Directions Inc. 0.93% Add +41.1% 4,223 $2.2M
Forefront Wealth Partners, LLC 1.48% Add +157.2% 4,223 $2.2M
Narus Financial Partners, LLC 0.73% Add +0.7% 4,194 $2.2M
Aries Wealth Management 0.58% Reduce -3.9% 4,179 $2.1M
Second Line Capital, LLC 0.55% Add +0.2% 4,178 $2.1M
Tilson Financial Group, Inc. 0.85% Add +0.4% 4,174 $2.1M
Financial Synergies Wealth Advisors, Inc. 0.26% Add +1.2% 4,167 $2.1M
Capital Advantage, Inc. 0.39% No change 3,974 $2.1M
S&T Bank 0.70% No change 4,165 $2.1M
Bell Investment Advisors, Inc 0.39% Reduce -0.7% 4,138 $2.1M
Wealth Management Resources, Inc. 0.77% No change 4,120 $2.1M
Chilton Capital Management LLC 0.09% Reduce -6.2% 4,118 $2.1M
TCV Trust & Wealth Management, Inc. 0.20% Add +17.9% 4,096 $2.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +12.6% 4,096 $2.1M
Freedom Investment Management, Inc. 0.18% Add +1.8% 4,088 $2.1M
Morton Capital Management LLC 0.41% Reduce -2.8% 4,084 $2.1M
Faithward Advisors, LLC 0.37% Reduce -8.2% 4,082 $2.1M
Arlington Trust Co LLC 0.44% Add +39.4% 4,069 $2.1M
Hancock Whitney Corp. 0.07% Add +20.6% 4,065 $2.1M
Tumwater Wealth Management, LLC 1.09% Reduce -3.1% 4,062 $2.1M
Flagship Wealth Advisors, LLC 0.88% Add +277.3% 4,056 $2.1M
Sandy Spring Bank 0.09% Add +1.6% 4,052 $2.1M
Cherry Tree Wealth Management, LLC 0.50% Add +3.5% 4,047 $2.1M
Onyx Bridge Wealth Group LLC 0.30% Reduce -1.8% 4,039 $2.1M
Lyell Wealth Management, LP 0.19% Add +58.1% 4,037 $2.1M
Buffington Mohr McNeal 0.41% Reduce -2.6% 4,036 $2.1M
JB Capital LLC 0.11% Add +0.4% 4,035 $2.1M
Trust Co. of Toledo NA 0.27% Add +4.3% 4,027 $2.1M
Nova Wealth Management, Inc. 1.78% Add +5726.1% 4,020 $2.1M
Veery Capital, LLC 0.80% Reduce -23.1% 4,001 $2.1M
Infinity Wealth Counsel, LLC 2.22% No change 4,000 $2.1M
Farnam Financial LLC 2.09% Add +10.1% 3,999 $2.1M
Baker Boyer National Bank 0.76% Add +17.2% 3,993 $2.1M
Annex Advisory Services, LLC 0.06% Add +0.8% 3,992 $2.1M
Zullo Investment Group, Inc. 0.88% No change 3,990 $2.1M
Latko Wealth Management, Ltd. 1.33% Add +17.9% 3,986 $2.0M
Capital CS Group, LLC 3.49% New 3,983 $2.0M
Great Oak Capital Partners, LLC 0.68% No change 3,829 $2.0M
Burt Wealth Advisors 0.51% No change 3,982 $2.0M
Stonebridge Financial Group, LLC 0.22% Reduce -13.2% 3,979 $2.0M
Mascoma Wealth Management LLC 0.51% Reduce -6.2% 3,977 $2.0M
Rothschild Wealth LLC 0.57% Add +16.0% 3,974 $2.0M
Curran Financial Partners, LLC 0.50% Add +16.3% 3,968 $2.0M
CHB Investment Group, LLC 1.08% Reduce -4.7% 3,966 $2.0M
Heritage Wealth Management, Inc. 0.69% Reduce -25.5% 3,959 $2.0M
Linscomb Wealth, Inc. 0.10% Reduce -0.0% 3,955 $2.0M
Avestar Capital, LLC 0.19% Reduce -14.5% 3,952 $2.0M
Cloud Capital Management, LLC 1.44% — 3,952 $2.0M
Napatree Capital LLC 1.14% Add +15.3% 3,940 $2.0M
Portland Global Advisors LLC 0.25% Add +1.2% 3,927 $2.0M
Roble, Belko & Company, Inc 0.32% Reduce -4.0% 3,925 $2.0M
Laurel Wealth Advisors LLC 0.31% Add +3.3% 3,909 $2.0M
WealthCollab, LLC 1.24% Reduce -0.5% 3,896 $2.0M
Cannon Financial Strategists, Inc. 0.34% No change 3,895 $2.0M
Accelerate Investment Advisors LLC 1.68% Add +3.3% 3,894 $2.0M
HTG Investment Advisors, Inc. 0.83% No change 3,893 $2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -23.2% 3,857 $2.0M
Tyler-Stone Wealth Management 0.36% Reduce -1.0% 3,857 $2.0M
Segment Wealth Management, LLC 0.13% No change 3,855 $2.0M
Hengehold Capital Management LLC 0.19% Add +0.5% 3,843 $2.0M
Tennessee Valley Asset Management Partners 0.32% Add +1.6% 3,838 $2.0M
Slagle Financial, LLC 0.87% Reduce -11.3% 3,822 $2.0M
PFC Capital Group, Inc. 0.99% New 3,822 $2.0M
Trivium Point Advisory, LLC 0.24% Reduce -21.7% 3,805 $2.0M
Burke & Herbert Bank & Trust Co. 0.47% Add +499.1% 3,804 $2.0M
Sandbox Financial Partners, LLC 0.69% Add +3.5% 3,797 $2.0M
Drive Wealth Management, LLC 0.46% Reduce -13.6% 3,797 $2.0M
Peoples Bank 1.32% Reduce -1.0% 3,793 $1.9M
Sims Investment Management, LLC 0.87% Add +57.2% 3,788 $1.9M
Kirtland Hills Capital Management, LLC 1.19% Add +61.6% 4,023 $1.9M
Richards, Merrill & Peterson, Inc. 1.01% Add +6.1% 3,776 $1.9M
WBH Advisory Inc. 0.18% Reduce -3.8% 3,760 $1.9M
Private Wealth Group, LLC 1.14% No change 3,758 $1.9M
KKM Financial LLC 0.82% No change 3,758 $1.9M
Enzi Wealth 0.78% Add +3.6% 3,842 $1.9M
TCP Asset Management, LLC 0.43% Add +5.1% 3,747 $1.9M
Verus Capital Partners, LLC 0.19% Add +12.0% 3,745 $1.9M
Cornerstone Financial Group, LLC 1.73% Add +11.1% 3,579 $1.9M
Grange Capital, LLC 2.23% Reduce -2.3% 3,715 $1.9M
Fearless Solutions, LLC dba Best Invest 1.48% Add +3.3% 3,714 $1.9M
Martel Wealth Advisors LLC 0.38% Reduce -6.4% 3,713 $1.9M
WealthShield Partners, LLC 0.25% Reduce -24.5% 3,710 $1.9M
Grandfield & Dodd, LLC 0.12% Add +0.2% 3,693 $1.9M
PBMares Wealth Management LLC 0.38% Add +16.8% 3,686 $1.9M
Donaldson Capital Management, LLC 0.07% Reduce -9.5% 3,684 $1.9M
Heritage Investment Group, Inc. 0.35% Add +61.4% 3,675 $1.9M
CFS Investment Advisory Services, LLC 0.17% Add +2.3% 3,675 $1.9M
Northstar Advisory Group, LLC 1.23% Reduce -51.1% 3,669 $1.9M
Intrua Financial, LLC 0.30% Reduce -1.5% 3,669 $1.9M
Culbertson A N & Co. Inc. 0.30% Reduce -3.2% 3,668 $1.9M
Elevation Point Wealth Partners, LLC 0.16% Add +14.9% 3,658 $1.9M
R.H. Investment Group, LLC 1.81% Add +1.4% 3,653 $1.9M
Country Club Bank 0.13% Add +1.3% 3,671 $1.9M
Oxbow Advisors, LLC 0.20% Reduce -19.8% 3,647 $1.9M
Perkins Coie Trust Co 0.42% No change 3,643 $1.9M
Group One Trading LLC 0.08% Add +200.2% 3,635 $1.9M
Monograph Wealth Advisors, LLC 0.25% Reduce -75.2% 3,634 $1.9M
Alaethes Wealth, LLC 0.68% Add +11.1% 3,622 $1.9M
CX Institutional 0.07% Add +99.9% 3,621 $1.9M
Forthright Family Wealth Advisory LLC 1.23% Reduce -13.1% 3,614 $1.9M
Sovran Advisors, LLC 0.24% Add +15.3% 3,831 $1.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -0.1% 3,767 $1.9M
Inscription Capital, LLC 0.31% — 3,855 $1.9M
Manuka Financial, LLC 1.20% Add +2.7% 3,603 $1.9M
Sunesis Advisors, LLC 1.00% No change 3,599 $1.8M
Moloney Securities Asset Management, LLC 0.25% Add +4.0% 3,599 $1.8M
Core Wealth Partners LLC 1.07% Reduce -2.9% 3,579 $1.8M
Raab & Moskowitz Asset Management LLC 0.46% Reduce -7.1% 3,564 $1.8M
Bensler, LLC 0.23% Reduce -7.4% 3,553 $1.8M
Bragg Financial Advisors, Inc 0.07% Add +36.8% 3,547 $1.8M
Passive Capital Management, LLC. 0.58% Reduce -2.3% 3,543 $1.8M
BlueChip Wealth Advisors LLC 0.89% Add +0.3% 3,536 $1.8M
Callan Capital, LLC 0.13% Add +0.5% 3,528 $1.8M
Realta Investment Advisors 0.83% Add +3.5% 3,526 $1.8M
Advus Financial Partners, LLC 0.50% Reduce -3.3% 3,489 $1.8M
Mezzasalma Advisors, LLC 0.62% Add +34.0% 3,488 $1.8M
Alterna Wealth Management, Inc. 1.36% Add +1.2% 3,483 $1.8M
Evelyn Partners Investment Management (Europe) Ltd 0.67% No change 3,463 $1.8M
Optivise Advisory Services LLC 0.99% Add +4.8% 3,437 $1.8M
Valtinson Bruner Financial Planning LLC 0.60% Add +24.2% 3,433 $1.8M
Von Berge Wealth Management Group, LLC 1.14% Add +1.2% 3,509 $1.8M
Meridian Wealth Partners, LLC 0.28% Reduce -5.4% 3,423 $1.8M
Paladin Advisory Group, LLC 1.41% Add +19.5% 3,423 $1.8M
Aviance Capital Partners, LLC 0.25% Add +2.3% 3,413 $1.8M
Austin Wealth Management, LLC 0.35% Add +80.3% 3,473 $1.7M
Calydon Capital 0.32% Add +0.4% 3,384 $1.7M
Capital Asset Advisory Services LLC 0.09% Reduce -0.8% 3,349 $1.7M
Annis Gardner Whiting Capital Advisors, LLC 0.74% Add +0.4% 3,381 $1.7M
Avantax Planning Partners, Inc. 0.06% Add +3.1% 3,379 $1.7M
Hazlett, Burt & Watson, Inc. 0.78% Add +181.8% 3,368 $1.7M
MSH Capital Advisors LLC 0.54% Reduce -22.8% 3,373 $1.7M
Investment Advisory Services Inc. /TX 0.63% Add +1.0% 3,372 $1.7M
Hanson & Doremus Investment Management 0.25% No change 3,370 $1.7M
Capital Analysts, LLC 0.06% Add +148.1% 3,366 $1.7M
Nilsine Partners, LLC 0.19% Add +3.9% 3,354 $1.7M
McCarter Private Wealth Services LLC 1.13% Reduce -3.6% 3,354 $1.7M
Oarsman Capital, Inc. 0.31% Reduce -21.4% 3,349 $1.7M
Wealth Effects LLC 0.72% Add +2.8% 3,345 $1.7M
Indiana Trust & Investment Management Co 0.62% No change 3,342 $1.7M
Badgley Phelps Wealth Managers, LLC 0.04% Reduce -0.5% 3,339 $1.7M
Pursue Wealth Partners LLC 1.04% Add +9.9% 3,338 $1.7M
Aspen Wealth Management LLC 0.49% Add +0.4% 3,337 $1.7M
Roger Wittlin Investment Advisory, LLC 1.00% Add +4.5% 3,334 $1.7M
Awm Capital, LLC 0.20% New 3,330 $1.7M
Meridian Investment Counsel Inc. 0.50% Add +5.7% 3,325 $1.7M
Leelyn Smith, LLC 0.30% No change 3,318 $1.7M
Washington Trust Bank 0.17% Add +711.3% 3,318 $1.7M
Retirement Financial Solutions, LLC 0.66% Add +0.0% 3,317 $1.7M
Granite FO LLC 0.97% Add +44.8% 3,315 $1.7M
Frank, Rimerman Advisors LLC 0.13% Reduce -29.7% 3,312 $1.7M
Leonard Rickey Investment Advisors P.L.L.C. 0.37% Add +0.7% 3,434 $1.7M
Sightline Wealth Advisors, LLC 0.90% Add +21.2% 3,305 $1.7M
Occidental Asset Management, LLC 0.26% Reduce -33.9% 3,302 $1.7M
Rossby Financial, LCC 0.73% Reduce -29.1% 3,337 $1.7M
Novare Capital Management LLC 0.15% No change 3,286 $1.7M
WealthTrak Capital Management LLC 1.45% Reduce -4.7% 3,276 $1.7M
Teamwork Financial Advisors, LLC 0.23% Reduce -13.6% 3,276 $1.7M
Diversified Portfolios, Inc. 0.18% Add +8.3% 3,274 $1.7M
Alesco Advisors, LLC, An ESL Co 0.05% Add +0.8% 3,247 $1.7M
Bedel Financial Consulting, Inc. 0.24% Add +10.0% 3,248 $1.7M
Asset Advisors Investment Management, LLC 0.17% Reduce -27.8% 3,241 $1.7M
Pacific Capital Wealth Advisors, Inc. 0.29% No change 3,232 $1.7M
Zions Bancorporation, National Association 0.10% — 3,228 $1.7M
Heritage Financial Services, LLC 0.16% Reduce -0.1% 3,226 $1.7M
Maripau Wealth Management LLC 0.95% Add +8.6% 3,222 $1.7M
Rakuten Securities, Inc. 0.83% Reduce -22.9% 3,206 $1.6M
Fortis Capital Management LLC 0.32% Reduce -0.2% 3,203 $1.6M
Clearview Wealth Advisors LLC 1.23% Reduce -3.2% 3,200 $1.6M
Kane Investment Management, Inc. 0.79% Add +27.7% 3,196 $1.6M
MontVue Capital Management, Inc. 1.31% Reduce -3.1% 3,195 $1.6M
Total Clarity Wealth Management, Inc. 0.54% No change 3,042 $1.6M
Fayez Sarofim & Co 0.00% Add +260.5% 3,187 $1.6M
Horizon Kinetics Asset Management LLC 0.02% Reduce -5.9% 3,187 $1.6M
Blake Schutter Theil Wealth Advisors, LLC 1.86% Add +0.9% 3,183 $1.6M
Spinnaker Trust 0.11% Reduce -13.0% 3,182 $1.6M
Fortress Wealth Management, Inc. 0.85% No change 3,174 $1.6M
Peak Planning Group, LLC 0.69% Add +41.1% 3,171 $1.6M
Integrated Capital Management, LLC 0.90% Reduce -8.1% 3,168 $1.6M
Confluence Wealth Services, Inc. 0.10% Add +4.1% 3,305 $1.6M
First Trust Advisors LP 0.00% Add +15.1% 3,163 $1.6M
PTM Wealth Management, LLC 1.71% — 3,554 $1.6M
LJI Wealth Management, LLC 0.32% Add +2.5% 3,152 $1.6M
Shade Tree Advisors LLC 1.60% Reduce -27.6% 3,138 $1.6M
River Wealth Advisors LLC 0.22% Reduce -14.4% 3,137 $1.6M
Tocqueville Asset Management L.P. 0.03% Add +7.3% 3,136 $1.6M
Novem Group 0.23% Add +19.7% 3,135 $1.6M
Kavar Capital Partners Group, LLC 0.27% No change 3,131 $1.6M
OneAscent Wealth Management LLC 0.70% Reduce -5.0% 3,125 $1.6M
Absolute Capital Management, LLC 0.93% Add +10.2% 3,123 $1.6M
Trustmark Bank Trust Department 0.12% No change 3,121 $1.6M
Apriem Advisors 0.19% Add +0.0% 3,104 $1.6M
TruNorth Capital Management, LLC 0.40% Add +1702.9% 3,101 $1.6M
Ellis Investment Partners, LLC 0.33% Reduce -56.0% 3,099 $1.6M
Ruedi Wealth Management, Inc. 0.50% New 3,098 $1.6M
Destiny Wealth Partners, LLC 0.25% No change 3,094 $1.6M
Weinberger Asset Management, Inc 0.68% Reduce -1.5% 3,091 $1.6M
Hassell Wealth Management, LLC 0.68% Reduce -7.6% 3,196 $1.6M
Falcon Wealth Planning 0.18% Reduce -2.8% 3,077 $1.6M
Intelligence Driven Advisers, LLC 0.30% Add +206.7% 3,076 $1.6M
Horan Securities, Inc. 0.59% Add +0.3% 3,057 $1.6M
Professional Advisory Services Inc. 0.20% Reduce -13.3% 3,052 $1.6M
Heritage Wealth Management, Inc. 1.33% Add +3.1% 3,035 $1.6M
Horizon Family Wealth, Inc. 1.04% Reduce -5.0% 3,024 $1.6M
Northwest Wealth Management, LLC 0.31% Reduce -1.5% 3,023 $1.6M
Twin Peaks Wealth Advisors, LLC 0.71% Add +12.8% 3,141 $1.6M
New Wave Wealth Advisors LLC 0.70% Reduce -11.2% 3,019 $1.6M
Premier Path Wealth Partners, LLC 0.24% Add +7.0% 3,009 $1.5M
Madison Park Capital Advisors, LLC 1.36% Add +4.5% 3,007 $1.5M
Tamar Securities, LLC 0.21% Add +2.5% 3,005 $1.5M
NDVR, Inc. 1.57% No change 2,995 $1.5M
Cascade Financial Partners, LLC 0.19% Add +2.6% 2,994 $1.5M
Chesley Taft & Associates LLC 0.07% Reduce -4.1% 2,989 $1.5M
Darrow Company, Inc. 0.86% No change 3,003 $1.5M
HFG Advisors, Inc. 1.31% Reduce -3.6% 2,984 $1.5M
Ames National Corp. 1.03% Add +1.4% 2,981 $1.5M
Meridian Wealth Advisors, LLC 0.26% Reduce -59.6% 2,981 $1.5M
Stonebridge Financial Planning Group, LLC 0.70% Reduce -3.7% 2,979 $1.5M
Virtus Wealth Solutions LLC 0.46% Add +0.5% 2,955 $1.5M
Prudential Financial Inc. 0.00% No change 2,950 $1.5M
Cherrydale Wealth Management, LLC 0.60% Add +0.4% 2,947 $1.5M
Financial Advisory Corp 0.25% Add +0.0% 2,936 $1.5M
Willis Johnson & Associates, Inc. 0.11% Add +21.4% 2,934 $1.5M
TFR Capital, LLC. 0.63% Reduce -7.0% 2,929 $1.5M
New York Life Investment Management LLC 0.02% Reduce -7.5% 2,916 $1.5M
Martin Worley Group 0.85% Add +17.3% 2,911 $1.5M
Van Cleef Asset Management,Inc 0.17% Reduce -0.5% 2,911 $1.5M
Advisors Preferred, LLC 0.20% New 2,900 $1.5M
Valley Forge Investment Consultants Inc. Adv 0.53% Add +0.4% 2,906 $1.5M
Quadrant Private Wealth Management, LLC 0.37% Add +19.5% 2,896 $1.5M
Mullaney, Keating & Wright, Inc. 1.00% Add +5.0% 2,888 $1.5M
Trueblood Wealth Management, LLC 0.69% Add +23.6% 2,887 $1.5M
Cheviot Value Management, LLC 0.18% New 2,864 $1.5M
Rappaport Reiches Capital Management, LLC 0.37% Add +1.9% 2,885 $1.5M
Redhawk Wealth Advisors, Inc. 0.20% Add +3.2% 2,874 $1.5M
Enterprise Bank & Trust Co 0.57% Add +3.5% 2,860 $1.5M
Portside Wealth Group, LLC 0.24% Add +2.2% 2,859 $1.5M
Clearstead Trust, LLC 0.33% Reduce -0.2% 2,859 $1.5M
Beirne Wealth Consulting Services, LLC 0.52% Add +0.3% 2,856 $1.5M
Hamilton Point Investment Advisors, LLC 0.26% Reduce -2.7% 2,855 $1.5M
Cape Cod Five Cents Savings Bank 0.13% No change 2,778 $1.5M
Libra Wealth LLC 0.55% No change 2,849 $1.5M
Orcam Financial Group 1.37% Add +8.7% 2,841 $1.5M
Marks Group Wealth Management, Inc 0.14% Reduce -2.9% 2,839 $1.5M
Round Rock Advisors LLC 0.27% Reduce -14.3% 2,833 $1.5M
Watts Gwilliam & Co., LLC 0.32% Add +1.2% 2,831 $1.5M
HMS Capital Management, LLC 0.81% Reduce -0.6% 3,135 $1.5M
Almanack Investment Partners, LLC. 0.29% Reduce -63.9% 2,826 $1.5M
Levin Capital Strategies, L.P. 0.15% Add +25.2% 2,820 $1.4M
Towne Trust Company, N.A 0.51% Add +16.0% 2,810 $1.4M
Sensible Money, LLC 0.62% Add +8.0% 2,810 $1.4M
MV Capital Management, Inc. 0.15% Reduce -0.3% 2,804 $1.4M
Fiduciary Financial Group, LLC 0.31% Add +138.6% 2,989 $1.4M
Clarity Wealth Advisors, LLC 0.40% Add +12.6% 2,797 $1.4M
RiverFront Investment Group, LLC 0.03% Add +47.5% 2,795 $1.4M
Kooman & Associates 0.53% Reduce -0.2% 2,793 $1.4M
1ST Source Bank 0.08% Add +6.2% 2,791 $1.4M
Latitude Advisors, LLC 0.83% Add +42.9% 2,790 $1.4M
Pacific Center for Financial Services 0.38% Add +29.1% 2,788 $1.4M
Capstone Wealth Management Group LLC 1.14% Add +0.0% 2,785 $1.4M
Inman Jager Wealth Management, LLC 1.07% Reduce -3.5% 2,779 $1.4M
Strategic Financial Partners, Ltd. 0.75% Add +1.8% 2,770 $1.4M
LifeGoal Investments, LLC 1.53% Reduce -5.5% 2,949 $1.4M
Wick Capital Partners, LLC 0.42% Reduce -8.6% 2,754 $1.4M
Compass Ion Advisors, LLC 0.17% Reduce -6.2% 2,751 $1.4M
Schiavi & Co LLC 0.52% New 2,749 $1.4M
IPG Investment Advisors LLC 0.32% Add +30.7% 2,745 $1.4M
Riverview Trust Co 1.40% No change 2,740 $1.4M
Bourgeon Capital Management LLC 0.31% Add +0.6% 2,739 $1.4M
Johnson Financial Group, Inc. 0.07% Reduce -24.1% 2,739 $1.4M
Marietta Investment Partners LLC 0.34% Reduce -0.5% 2,738 $1.4M
Arkfeld Wealth Strategies, L.L.C. 0.61% Add +38.2% 2,814 $1.4M
BetterWealth, LLC 0.39% Reduce -0.7% 2,730 $1.4M
Wolff Wiese Magana LLC 0.95% Add +25.8% 2,726 $1.4M
Bonfire Financial 1.29% Add +19.5% 2,725 $1.4M
Sabal Trust CO 0.08% Reduce -1.2% 2,715 $1.4M
Claris Financial LLC 0.92% No change 2,588 $1.4M
Verisail Partners, LLC 0.64% Add +1.7% 2,711 $1.4M
HHM Wealth Advisors, LLC 0.19% Add +1.8% 2,708 $1.4M
Ardmore Road Asset Management LP 0.14% Reduce -62.0% 2,700 $1.4M
NorthCrest Asset Manangement, LLC 0.04% Reduce -2.7% 2,696 $1.4M
Consolidated Portfolio Review Corp 0.22% Add +13.1% 2,681 $1.4M
Private Wealth Partners, LLC 0.11% Add +2.1% 2,675 $1.4M
Chemistry Wealth Management LLC 0.32% Add +0.0% 2,674 $1.4M
Brooklyn Investment Group 0.29% Add +72.2% 2,646 $1.4M
Smith Salley Wealth Management 0.09% Add +60.4% 2,641 $1.4M
Gallagher Fiduciary Advisors, LLC 0.04% Add +6.8% 2,639 $1.4M
Grey Ledge Advisors, LLC 0.36% Reduce -4.1% 2,634 $1.4M
Independence Financial Advisors, LLC 0.51% — 2,624 $1.3M
BHK Investment Advisors, LLC 0.57% No change 2,617 $1.3M
Adamsbrown Wealth Consultants LLC 0.42% Add +0.0% 2,615 $1.3M
Aspect Partners, LLC 0.77% Add +151.4% 2,615 $1.3M
Cibc World Markets Corp. 0.01% Add +0.8% 2,613 $1.3M
Valley Financial Group, Inc. 0.89% Add +0.1% 2,612 $1.3M
Magnolia Private Wealth, LLC 1.13% Add +2.9% 2,610 $1.3M
CFC Planning Co LLC 1.46% Add +2.8% 2,606 $1.3M
Eclectic Associates Inc. 0.36% Add +0.3% 2,604 $1.3M
BlackDiamond Wealth Management, LLC 0.90% Add +1.0% 2,578 $1.3M
EagleClaw Capital Managment, LLC 0.21% No change 2,592 $1.3M
Corundum Group, Inc. 0.64% Reduce -46.6% 2,591 $1.3M
Partners Wealth Management, LLC 1.51% Add +2.0% 2,588 $1.3M
Invesco Ltd. 0.00% Add +255.4% 2,566 $1.3M
Castleview Partners, LLC 0.89% Add +99.5% 2,563 $1.3M
Investors Asset Management of Georgia Inc. /Ga/ 0.66% Add +0.0% 2,552 $1.3M
Level Wealth Management LLC 0.86% Add +0.0% 2,550 $1.3M
Harmony Asset Management LLC 0.55% Reduce -1.5% 2,549 $1.3M
LCNB Corp. 0.48% Add +46.0% 2,540 $1.3M
Evolution Advisers, Inc. 0.69% Reduce -50.6% 2,537 $1.3M
Brand Asset Management Group, Inc. 0.54% Add +27.4% 2,533 $1.3M
Miller Investment Management, LP 0.14% No change 2,529 $1.3M
Jim Saulnier & Associates, LLC 1.01% Add +0.7% 2,523 $1.3M
Beck Mack & Oliver LLC 0.03% No change 2,505 $1.3M
Madrona Financial Services, LLC 0.35% Add +3.0% 2,500 $1.3M
BXM Wealth LLC 1.54% Reduce -22.3% 2,500 $1.3M
Richardson Capital Management LLC 0.80% Add +2.9% 2,497 $1.3M
Wingate Wealth Advisors, Inc. 1.47% Add +14.5% 2,482 $1.3M
Summit Place Financial Advisors, LLC 0.72% No change 2,479 $1.3M
Geometric Wealth Advisors 0.22% Add +3.2% 2,478 $1.3M
Peterson Wealth Advisors, LLC 0.25% Add +130.9% 2,745 $1.3M
Sather Financial Group Inc 0.08% Add +19.7% 2,476 $1.3M
MADDEN SECURITIES Corp 0.49% Reduce -0.1% 2,467 $1.3M
Marshall Investment Management, LLC 0.79% Add +0.8% 2,467 $1.3M
Wealthquest Corp 0.11% Reduce -6.3% 2,466 $1.3M
Rockingstone Advisors LLC 0.57% Reduce -0.7% 2,461 $1.3M
Jupiter Wealth Management LLC 0.77% No change 2,312 $1.3M
Smith Thornton Advisors LLC 0.79% Reduce -2.4% 2,457 $1.3M
V2 Financial group LLC 0.81% Add +21.3% 2,451 $1.3M
Garden State Investment Advisory Services LLC 0.40% Add +0.1% 2,437 $1.3M
Benchmark Investment Advisors LLC 0.81% Add +0.4% 2,441 $1.3M
New Republic Capital, LLC 0.54% Add +4.3% 2,440 $1.3M
Cyndeo Wealth Partners, LLC 0.08% Reduce -5.8% 2,439 $1.3M
Sierra Ocean, LLC 0.99% No change 2,434 $1.3M
Zevin Asset Management LLC 0.20% Reduce -13.1% 2,424 $1.2M
Midwest Heritage Bank, FSB 0.51% Add +0.2% 2,424 $1.2M
Elite Financial, Inc. 0.66% Reduce -6.7% 2,420 $1.2M
Mustard Seed Financial, LLC 1.00% Add +1.7% 2,418 $1.2M
Cahill Financial Advisors Inc. 0.17% Add +8.0% 2,415 $1.2M
XY Planning Network, Inc. 0.83% Add +88.9% 2,412 $1.2M
Lincoln Capital Corp. 0.52% New 2,408 $1.2M
Tolleson Wealth Management, Inc. 0.24% No change 2,407 $1.2M
Kaizen Financial Strategies 0.72% Add +0.5% 2,407 $1.2M
Princeton Global Asset Management LLC 0.25% Reduce -2.0% 2,405 $1.2M
RB Capital Management, LLC 0.31% Add +18.9% 2,404 $1.2M
Select Asset Management & Trust 0.49% No change 2,404 $1.2M
Eagle Bay Advisors LLC 1.05% Add +0.6% 2,400 $1.2M
LPWM LLC 0.40% New 2,400 $1.2M
Advyzon Investment Management, LLC 0.43% Reduce -31.9% 2,386 $1.2M
HM Payson & Co. 0.02% Add +12.5% 2,377 $1.2M
BG Investment Services, LLC 1.31% Add +3.3% 2,369 $1.2M
Chapin Davis, Inc. 0.41% Add +11.7% 2,362 $1.2M
Foster Group, Inc. 0.05% Add +1.5% 2,347 $1.2M
Pacific Asset Management, LLC 1.08% Add +10.9% 2,347 $1.2M
Snider Financial Group 0.39% No change 2,346 $1.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.31% Reduce -4.0% 2,346 $1.2M
Beacon Financial Advisory LLC 0.37% Reduce -13.1% 2,346 $1.2M
McGuire Investment Group, LLC 0.18% No change 2,343 $1.2M
Schechter Investment Advisors, LLC 0.10% Reduce -1.9% 2,337 $1.2M
Coastal Bridge Advisors, LLC 0.17% Add +203.9% 2,325 $1.2M
Millstone Evans Group, LLC 0.81% Reduce -0.6% 2,323 $1.2M
Cross Staff Investments Inc 0.90% No change 2,320 $1.2M
SlateStone Wealth, LLC 0.12% Add +0.0% 2,319 $1.2M
MTM Investment Management, LLC 0.46% Add +80.5% 2,308 $1.2M
Klingenstein Fields & Co. LP 0.05% No change 2,308 $1.2M
Capstone Financial Advisors, Inc. 0.07% Add +19.6% 2,305 $1.2M
Rovin Capital /Ut/ 0.38% Add +0.3% 2,303 $1.2M
Broadleaf Partners, LLC 0.31% Add +21.5% 2,301 $1.2M
Maple Capital Management, Inc. 0.09% Reduce -1.7% 2,300 $1.2M
WealthPLAN Partners, LLC 0.17% Add +31.4% 2,300 $1.2M
Anfield Capital Management, LLC 0.43% No change 2,292 $1.2M
Mystic Asset Management, Inc. 0.31% Add +0.8% 2,291 $1.2M
Olistico Wealth, LLC 0.73% Add +0.5% 2,290 $1.2M
Walleye Trading LLC 0.03% Add +37.8% 2,282 $1.2M
Wimmer Associates 1, LLC 0.62% Reduce -16.4% 2,172 $1.2M
Parcion Private Wealth LLC 0.09% No change 2,266 $1.2M
TFC Financial Management, Inc. 0.18% Add +0.1% 2,254 $1.2M
Meridian Management Co. 0.36% Reduce -11.4% 2,251 $1.2M
Sittner & Nelson, LLC 0.49% Add +10.7% 2,244 $1.2M
Peterson Wealth Services 0.36% Reduce -31.6% 2,239 $1.2M
Benchmark Financial Wealth Advisors, LLC 0.43% Add +27.2% 2,237 $1.1M
AMJ Financial Wealth Management 0.34% New 2,230 $1.1M
Melone Private Wealth, LLC 0.60% Add +0.3% 2,229 $1.1M
Northeast Financial Group, Inc. 0.43% Reduce -9.9% 2,228 $1.1M
Greystone Financial Group, LLC 0.21% Reduce -20.7% 2,224 $1.1M
Alkeme Wealth, LLC 0.51% No change 2,224 $1.1M
PVG Asset Management Corp. 4.97% Reduce -0.1% 2,224 $1.1M
Compass Financial Services Inc 0.60% Add +0.4% 2,223 $1.1M
Madison Wealth Partners, Inc 0.28% Add +0.1% 2,221 $1.1M
FRG Family Wealth Advisors LLC 0.22% Add +20.6% 2,220 $1.1M
CapWealth Advisors, LLC 0.12% Add +1.2% 2,219 $1.1M
Gradient Investments LLC 0.02% Add +2.1% 2,217 $1.1M
CPC Advisors, LLC 0.16% Reduce -88.7% 2,216 $1.1M
Citizens National Bank Trust Department 0.24% Reduce -0.5% 2,215 $1.1M
Alteri Wealth LLC 0.50% Add +8.9% 2,210 $1.1M
Smallwood Wealth Investment Management, LLC 0.71% No change 2,209 $1.1M
Rezny Wealth Management, Inc. 0.32% Add +7.4% 2,204 $1.1M
Verity Asset Management, Inc. 0.46% Add +100.0% 2,194 $1.1M
Sandhill Capital Partners LLC 0.09% Add +17.8% 2,189 $1.1M
Cresta Advisors, Ltd. 0.58% Reduce -0.7% 2,185 $1.1M
Bernardo Wealth Planning LLC 0.27% Add +0.3% 2,184 $1.1M
Capital Square, LLC 0.66% Add +5.9% 2,183 $1.1M
AIFG Consultants Ltd. 1.85% Reduce -2.3% 2,181 $1.1M
Ellevest, Inc. 0.07% Reduce -18.1% 2,179 $1.1M
Silicon Valley Capital Partners 0.15% Add +6.1% 2,187 $1.1M
Allium Financial Advisors, LLC 1.01% — 2,165 $1.1M
Glen Eagle Advisors, LLC 0.18% Add +3.3% 2,162 $1.1M
Gill Capital Partners, LLC 0.38% Add +15.0% 2,161 $1.1M
Colonial Trust Advisors 0.10% Add +1.9% 2,158 $1.1M
Moneco Advisors, LLC 0.11% Add +11.4% 2,149 $1.1M
Stage Harbor Financial, LLC 0.93% No change 2,148 $1.1M
DecisionPoint Financial, LLC 0.32% Reduce -0.3% 2,136 $1.1M
Stonekeep Investments, LLC 0.81% Reduce -2.3% 2,134 $1.1M
Thomasville National Bank 0.08% Add +0.9% 2,132 $1.1M
Unique Wealth, LLC 0.21% Reduce -18.1% 2,124 $1.1M
Amplius Wealth Advisors, LLC 0.11% Add +0.8% 2,124 $1.1M
Parr McKnight Wealth Management Group, LLC 0.16% Reduce -3.9% 2,121 $1.1M
Juncture Wealth Strategies, LLC 0.42% Reduce -4.5% 2,119 $1.1M
SFG Wealth Management, LLC. 0.53% Reduce -9.3% 2,105 $1.1M
Integrity Wealth Solutions LLC 0.59% Add +40.5% 2,103 $1.1M
Fairman Group, LLC 0.99% Add +0.1% 2,006 $1.1M
Invst, LLC 0.15% Add +5.9% 2,097 $1.1M
IAG Wealth Partners, LLC 0.17% Add +162.7% 2,094 $1.1M
MSA Advisors, LLC 0.28% No change 2,093 $1.1M
Clear Point Advisors Inc. 0.97% Reduce -3.5% 2,091 $1.1M
Hamilton Capital, LLC 0.07% Add +207.3% 2,090 $1.1M
Westwood Holdings Group Inc. 0.01% Add +3.9% 2,080 $1.1M
Edgemoor Investment Advisors, Inc. 0.10% Reduce -3.0% 2,078 $1.1M
Keystone Financial Services, LLC 0.90% Add +239.6% 2,075 $1.1M
Glaxis Capital Management, LLC 4.12% Add +0.3% 2,073 $1.1M
Toth Financial Advisory Corp. 0.13% Add +0.5% 2,072 $1.1M
Total Investment Management Inc. 0.14% Add +217.1% 2,058 $1.1M
GatePass Capital, LLC 0.80% Add +32.0% 2,056 $1.1M
Birch Hill Investment Advisors LLC 0.05% Reduce -3.4% 2,056 $1.1M
King Wealth Management Group 0.16% Add +0.1% 2,054 $1.1M
Up Strategic Wealth Investment Advisors LLC 0.94% No change 2,054 $1.1M
Park Place Capital Corp 0.29% Reduce -3.6% 2,049 $1.1M
TLWM 0.21% Add +5.9% 2,046 $1.1M
GEM Asset Management, LLC 0.59% Reduce -13.5% 2,032 $1.0M
Family Manage LLC 0.17% No change 2,039 $1.0M
City State Bank 0.35% Add +32.1% 2,038 $1.0M
Farmers National Bank 0.29% Add +9.5% 2,031 $1.0M
Asset Allocation Strategies LLC 0.26% Add +0.7% 2,030 $1.0M
Fairview Capital Investment Management, LLC 0.06% Add +144.0% 2,023 $1.0M
Bluespring Wealth Management, LLC 0.11% Reduce -11.6% 2,022 $1.0M
FLC Capital Advisors 0.23% Add +6.0% 2,019 $1.0M
Members Wealth LLC 0.78% Add +6.3% 2,009 $1.0M
Catalyst Private Wealth, LLC 0.50% Add +25.1% 2,008 $1.0M
Baron Wealth Management LLC 0.45% Add +0.3% 2,006 $1.0M
Strata Wealth Advisors, LLC 0.32% Add +28.4% 2,006 $1.0M
Kanawha Capital Management LLC 0.08% No change 2,004 $1.0M
Beck Capital Management, LLC 0.30% Reduce -2.4% 1,997 $1.0M
Fortune Financial Advisors, LLC 0.88% Add +120.9% 1,995 $1.0M
Tull Financial Group, Inc. 0.60% Reduce -0.8% 1,992 $1.0M
Argonautica Private Wealth Management, Inc. 0.35% Reduce -1.4% 1,990 $1.0M
VERITY Wealth Advisors 0.76% No change 1,985 $1.0M
Cutler Capital Management, LLC 0.45% Add +0.3% 1,977 $1.0M
Significant Wealth Partners LLC 0.52% Add +19.4% 1,976 $1.0M
Refined Wealth Management 0.82% Add +35.6% 1,957 $1.0M
Power Wealth Management LLC 0.41% Add +4.9% 1,953 $1.0M
Herbst Group, LLC 0.71% Add +7.9% 1,950 $1.0M
Cullen Investment Group, LTD. 0.15% Add +7.8% 1,949 $1.0M
Lynx Investment Advisory 0.67% Add +4.7% 1,949 $1.0M
Acas, LLC 0.76% Add +0.4% 1,951 $1.0M
KCM Investment Advisors LLC 0.04% Add +1.5% 1,948 $1.0M
Plotkin Financial Advisors, LLC 0.61% No change 1,937 $995K
Avenir Corp. 0.10% No change 1,930 $992K
Delta Financial Group, Inc. 0.23% Add +12.2% 1,871 $991K
Creekmur Asset Management LLC 0.21% Add +1989.1% 1,922 $988K
Morling Financial Advisors, LLC 0.34% No change 1,921 $987K
Warther Private Wealth, LLC 0.33% Add +49.0% 1,921 $987K
Sherwood Financial Partners, LLC 0.96% New 1,916 $985K
Wealth Management Nebraska 0.15% Reduce -14.0% 1,915 $984K
Plum Street Advisors, LLC 0.47% Reduce -3.3% 1,905 $979K
Wayfinding Financial, LLC 0.43% Reduce -13.5% 1,906 $979K
Smart Money Group LLC 0.33% Reduce -85.1% 1,902 $978K
Austin Private Wealth, LLC 0.09% Reduce -4.8% 1,899 $976K
Wade Financial Advisory, Inc 0.33% Add +12.5% 1,894 $973K
Duncker Streett & Co. Inc. 0.19% Add +2.3% 1,885 $969K
Perennial Advisors, LLC 0.19% New 1,880 $966K
Valley Wealth Managers, Inc. 0.07% Reduce -3.0% 1,878 $965K
Montis Financial, LLC 0.28% Add +61.2% 1,870 $961K
49 Wealth Management, LLC 0.12% Reduce -15.2% 1,869 $961K
Vestor Capital, LLC 0.08% Reduce -5.9% 1,869 $960K
IMPACTfolio, LLC 0.50% Reduce -31.6% 1,868 $960K
Sei Investments Co. 0.00% Add +73.3% 1,866 $959K
Iron Horse Wealth Management, LLC 0.31% Add +1.1% 1,866 $959K
Acorn Wealth Advisors, LLC 0.40% Add +30.1% 1,862 $957K
Foguth Wealth Management, LLC. 0.23% Add +18.9% 1,859 $956K
Fiduciary Alliance LLC 0.09% Add +55.7% 1,859 $955K
Creekside Partners 0.50% Add +15.1% 1,854 $953K
Resources Management Corp. /CT/ 0.13% Add +6.9% 1,853 $952K
First Financial Bank - Trust Division 0.09% Add +9.3% 1,852 $952K
Retirement Planning Co of New England, Inc. 0.47% Reduce -0.1% 1,851 $951K
Cornerstone Planning Group LLC 0.23% Add +47.4% 1,932 $951K
Oakwell Private Wealth Management, LLC 0.26% Add +8.8% 1,839 $945K
Aurora Private Wealth, Inc. 0.75% Reduce -0.7% 1,839 $945K
MOKAN Wealth Management Inc. 0.57% Add +20.0% 1,833 $944K
Allred Capital Management, LLC 0.38% Reduce -1.8% 1,834 $943K
Prosperity Consulting Group, LLC 0.07% Add +7.2% 1,833 $942K
Fielder Capital Group LLC 0.27% Reduce -2.1% 1,829 $940K
Accredited Investor Services, LLC 0.78% Add +6.9% 1,828 $939K
Accretive Wealth Partners, LLC 0.33% Add +92.2% 1,828 $939K
Brookwood Investment Group LLC 0.16% — 1,826 $939K
Presilium Private Wealth, LLC 0.21% No change 1,823 $937K
Saranac Partners Ltd 0.54% Reduce -5.5% 1,822 $936K
New Millennium Group LLC 0.61% Reduce -11.0% 1,821 $936K
Capstone Wealth Management Group, LLC 0.53% Add +0.1% 1,814 $932K
Jessup Wealth Management, Inc 0.39% Add +23.3% 1,814 $932K
CPA Asset Management Group, LLC 0.41% Reduce -9.9% 1,811 $931K
Compton Wealth Advisory Group, LLC 0.26% New 1,808 $929K
Main Management LLC 0.08% No change 1,807 $929K
LGL Partners, LLC 0.45% Reduce -99.6% 1,807 $929K
Ameliora Wealth Management Ltd. 0.35% Reduce -41.0% 1,807 $929K
Financial Futures Ltd Liability Co. 0.53% No change 1,805 $928K
Ritter Daniher Financial Advisory LLC / DE 0.25% Reduce -0.2% 1,803 $927K
Morey & Quinn Wealth Partners, LLC 0.77% Add +14.4% 1,800 $925K
Wealth Dimensions Group, Ltd. 0.22% Add +0.3% 1,798 $924K
Burns J W & Co. Inc. 0.12% Add +0.2% 1,790 $920K
Mogy Joel R Investment Counsel Inc. 0.06% Reduce -10.1% 1,790 $920K
SYM FINANCIAL Corp 0.11% Add +239.0% 1,790 $920K
Mission Creek Capital Partners, Inc. 0.22% Reduce -10.9% 1,784 $917K
RVW Wealth, LLC 0.09% Add +17.8% 1,780 $915K
Peoples Financial Services Corp. 0.44% Add +0.6% 1,779 $914K
Haven Private, LLC 0.52% Add +102.5% 1,778 $914K
Grey Fox Wealth Advisors, LLC 0.24% Add +1.5% 1,776 $913K
WealthBridge Capital Management, LLC 0.26% Add +4.1% 1,776 $913K
Lane & Associates LLC 0.49% Add +18.1% 1,770 $910K
Summit X, LLC 0.19% Add +6.8% 1,769 $909K
HRT Financial LP 0.01% Reduce -68.2% 1,769 $909K
Carrera Capital Advisors 0.20% Add +8.8% 1,753 $901K
City National Bank of Florida 0.81% Add +14.3% 1,748 $898K
Barrett & Company, Inc. 0.39% No change 1,748 $898K
Tidemark, LLC 0.33% Add +12.9% 1,743 $896K
Financial Freedom, LLC 0.51% No change 1,742 $895K
Bayesian Capital Management, LP 0.15% New 1,742 $895K
Silverlake Wealth Management LLC 0.34% Add +15.3% 1,740 $894K
Chilton Investment Co. Inc. 0.02% Add +3.2% 1,731 $890K
Taurus Asset Management, LLC 0.09% Reduce -9.7% 1,730 $889K
Atlantic Edge Private Wealth Management, LLC 0.27% Reduce -47.7% 1,729 $889K
Twin City Private Wealth, LLC 0.78% Add +0.6% 1,729 $888K
Goelzer Investment Management, Inc. 0.05% Add +26.6% 1,725 $887K
McRae Capital Management Inc. 0.19% No change 1,721 $884K
Optima Capital LLC 0.56% Reduce -4.8% 1,725 $884K
Chesapeake Wealth Management 0.32% Reduce -5.1% 1,719 $883K
Congress Asset Management Co. 0.01% Add +2.8% 1,711 $879K
Richard P Slaughter Associates Inc 0.20% Reduce -0.1% 1,706 $877K
BFI Infinity Ltd. 0.95% Reduce -6.3% 1,705 $876K
Transce3nd, LLC 0.39% Reduce -20.9% 1,714 $876K
Walker Asset Management, LLC 0.53% Add +2.2% 1,699 $873K
Graves Light Lenhart Wealth, Inc. 0.11% Reduce -12.9% 1,697 $872K
NTV Asset Management LLC 0.12% Add +0.5% 1,696 $872K
Dudley Capital Management, LLC 0.47% Add +0.8% 1,695 $871K
Shaker Investments LLC 0.42% Add +0.3% 1,689 $868K
Novus Advisors, LLC 0.88% Add +44.1% 1,689 $868K
Aerodigm Wealth, LLC 0.48% Add +46.9% 1,686 $866K
Eagle Global Advisors LLC 0.04% No change 1,684 $866K
Arcus Capital Partners, LLC 0.35% New 1,683 $865K
Sachetta, LLC 0.35% Add +8.2% 1,683 $865K
Summit Asset Management, LLC 0.15% No change 1,683 $865K
Cura Wealth Advisors, LLC 0.35% Add +45.5% 1,680 $863K
Financial Connections Group, Inc. 0.39% Reduce -4.6% 1,678 $862K
Key Financial Inc 0.19% Add +57.5% 1,676 $861K
Empirical Finance, LLC 0.05% No change 1,673 $860K
4WEALTH Advisors, Inc. 0.95% Add +180.1% 1,672 $859K
SwitchPoint Financial Planning, LLC 0.81% No change 1,671 $859K
CLG LLC 0.30% Add +3.4% 1,670 $858K
Halbert Hargrove Global Advisors, LLC 0.05% Add +96.9% 1,666 $856K
Midwest Capital Advisors, LLC 0.52% No change 1,664 $855K
Azimuth Capital Investment Management LLC 0.03% Reduce -0.3% 1,661 $853K
Alpha Financial Partners LLC 0.68% Reduce -43.5% 1,659 $852K
Anderson Hoagland & Co. 0.10% Reduce -9.4% 1,866 $852K
Able Wealth Management LLC 0.50% Reduce -6.7% 1,655 $850K
GAMMA Investing LLC 0.06% Add +5.1% 1,653 $849K
Trexquant Investment LP 0.01% Reduce -19.8% 1,653 $849K
Signet Financial Management, LLC 0.11% Reduce -0.7% 1,651 $848K
Dupree Financial Group, LLC 0.36% Add +0.3% 1,649 $847K
Fairvoy Private Wealth, LLC 0.23% Reduce -1.2% 1,648 $847K
Wallace Capital Management Inc. 0.11% Reduce -0.1% 1,646 $846K
Williams & Novak, LLC 0.83% Reduce -4.8% 1,638 $845K
Wallace Advisory Group, LLC 0.58% New 1,565 $843K
Legacy Wealth Management, LLC / MS 0.28% Reduce -58.9% 1,641 $843K
Christopher J. Hasenberg, Inc 0.35% Reduce -97.0% 1,633 $842K
Matauro, LLC 0.17% Add +23.7% 1,633 $839K
Wealth Management Strategies, Inc. 0.56% Add +0.3% 1,632 $839K
Van Hulzen Asset Management, LLC 0.08% Add +0.6% 1,632 $839K
Retirement Solution LLC 0.24% Add +31.2% 1,631 $838K
Neumann Capital Management, LLC 0.29% Add +73.3% 1,629 $837K
Sage Investment Counsel LLC 1.06% Reduce -7.1% 1,625 $835K
First Nebraska Trust Co 0.08% No change 1,624 $835K
ORBA Wealth Advisors, L.L.C. 0.42% No change 1,619 $832K
Advance Capital Management, Inc. 0.04% Reduce -3.7% 1,618 $831K
Boyce & Associates Wealth Consulting, Inc. 0.83% No change 1,617 $831K
Dodge & Cox 0.00% New 1,611 $828K
Meridian Financial Advisors, LLC 0.58% Add +21.8% 1,609 $827K
Colonial Trust Co / SC 0.13% Add +11.1% 1,608 $827K
Sequent Planning LLC 0.30% Add +2.9% 1,602 $823K
Brogan Financial, Inc. 0.40% Add +3.6% 1,602 $823K
Pathway Financial Advisors LLC 0.15% Add +6.5% 1,600 $822K
Pine Harbor Wealth Management, LLC 0.33% Add +11.5% 1,595 $820K
PKS Advisory Services, LLC 0.22% Add +6.4% 1,595 $820K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% No change 1,586 $815K
Pinkerton Wealth, LLC 0.11% Add +93.9% 1,578 $811K
FreeGulliver LLC 0.41% Reduce -8.7% 1,577 $811K
Vestment Financial LLC 0.58% Reduce -0.1% 1,569 $811K
Revisor Wealth Management LLC 0.36% Reduce -0.3% 1,575 $810K
Washington Capital Management, Inc. 0.65% Reduce -1.5% 1,575 $809K
Arcadia Investment Advisors LLC 0.45% No change 1,569 $806K
Flywheel Private Wealth LLC 0.73% Add +6.9% 1,565 $805K
Dimension Capital Management LLC 0.14% No change 1,565 $804K
Cornell Pochily Investment Advisors, Inc. 0.28% Reduce -0.5% 1,550 $796K
Woodley Farra Manion Portfolio Management Inc. 0.04% No change 1,546 $795K
Tilia Fiduciary Partners, Inc. 0.53% Reduce -0.3% 1,542 $792K
Covington Investment Advisors Inc. 0.12% Add +2.9% 1,540 $791K
FC Advisory LLC 0.27% Add +0.3% 1,538 $790K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -0.5% 1,538 $790K
Synergy Asset Management, LLC 0.10% Add +554.5% 1,538 $790K
Obsidian Personal Planning Solutions LLC 0.35% Add +3.1% 1,550 $790K
Hudson Value Partners, LLC 0.30% No change 1,537 $790K
New Hampshire Trust 0.18% Reduce -59.3% 1,537 $790K
First Wilshire Securities Management Inc. 0.23% No change 1,533 $788K
Howe & Rusling Inc. 0.07% Add +17.3% 1,528 $785K
One Charles Private Wealth Services, LLC 0.25% Add +42.9% 1,525 $784K
Prostatis Group LLC 0.25% Reduce -4.0% 1,522 $782K
CGN Advisors LLC 0.08% Add +5.3% 1,521 $782K
Rinkey Investments 0.25% Add +6.0% 1,521 $781K
Gibson Capital, LLC 0.16% Reduce -31.4% 1,520 $781K
Sunbelt Securities, Inc. 0.07% Add +41.7% 1,516 $779K
Interactive Financial Advisors, Inc. 0.41% Reduce -6.6% 1,514 $778K
Fingerlakes Wealth Management, Inc. 0.66% Add +3.0% 1,514 $778K
Wilkins Miller Wealth Management, LLC 0.58% New 1,509 $776K
Farmers Trust Co. 0.15% No change 1,509 $775K
Forum Private Client Group LLC 0.34% Reduce -3.6% 1,505 $774K
Institute for Wealth Management, LLC. 0.10% Reduce -17.8% 1,503 $773K
Arbor Wealth Advisors LLC 0.69% No change 1,496 $769K
Hall Capital Management Co. Inc. 0.36% No change 1,496 $769K
Crews Bank & Trust 0.13% Reduce -1.9% 1,496 $769K
Maryland Capital Advisors Inc. 0.34% No change 1,490 $766K
Main Street Group, LTD 0.34% Reduce -1.0% 1,490 $765K
RPS Advisory Solutions LLC 0.54% Add +3.5% 1,484 $763K
Wealth Alliance, LLC 0.09% Add +2.4% 1,479 $760K
W Advisors, LLC 0.47% Add +24.2% 1,476 $758K
Lam Group, Inc. 0.56% Reduce -21.1% 1,475 $758K
DiNuzzo Private Wealth, Inc. 0.10% No change 1,468 $754K
National Wealth Management Group, LLC 0.49% Reduce -1.6% 1,465 $753K
Cumberland Partners Ltd 0.06% No change 1,463 $752K
Collaborative Wealth Managment Inc. 0.35% Add +3.5% 1,460 $750K
Tounjian Advisory Partners, LLC 0.14% — 1,460 $750K
Copperwynd Financial, LLC 0.21% Reduce -93.6% 1,459 $750K
Northern Capital Management, Inc. 0.49% Add +14.1% 1,452 $746K
Willow Creek Wealth Management Inc. 0.07% Add +30.1% 1,451 $746K
Pavion Blue Capital, LLC 0.36% No change 1,451 $746K
Kieckhefer Group LLC 0.54% Add +20.5% 1,451 $746K
Trivant Custom Portfolio Group, LLC 0.43% No change 1,447 $744K
Chiron Capital Management, LLC 0.68% Reduce -4.9% 1,447 $743K
Wealth Forward, LLC 0.53% No change 1,437 $738K
Graney & King, LLC 0.55% Reduce -19.1% 1,430 $735K
Astoria Strategic Wealth, Inc. 0.22% No change 1,430 $735K
B & T Capital Management DBA Alpha Capital Management 0.14% Reduce -1.0% 1,429 $735K
Rothschild Capital Partners, LLC 0.19% Add +21.5% 1,428 $734K
Watchman Group, Inc. 0.21% Reduce -8.2% 1,425 $732K
Lakewood Asset Management LLC 0.49% Reduce -6.1% 1,421 $730K
Gateway Wealth Partners, LLC 0.16% Reduce -32.3% 1,420 $730K
Interchange Capital Partners, LLC 0.20% Add +0.1% 1,419 $729K
Northwest Capital Management Inc 0.30% Add +0.1% 1,417 $728K
Holos Integrated Wealth LLC 0.48% No change 1,416 $728K
Abundance Wealth Counselors 0.15% Add +5.2% 1,504 $726K
DHJJ Financial Advisors, Ltd. 0.29% Reduce -35.0% 1,412 $726K
Stokes Capital Advisors, LLC 0.18% Reduce -35.9% 1,411 $725K
Penn Davis McFarland Inc. 0.09% Reduce -9.6% 1,410 $725K
Berkshire Asset Management LLC 0.03% Add +0.1% 1,391 $722K
Consilium Wealth Advisory, LLC 0.36% No change 1,403 $721K
Ashford Advisors, LLC 0.18% No change 1,402 $721K
Porter White Investment Advisors, Inc. 0.36% Reduce -0.9% 1,401 $720K
GPS Wealth Strategies Group, LLC 0.10% Add +4.5% 1,401 $720K
E Fund Management Co., Ltd. 0.03% Add +54.3% 1,398 $718K
E Fund Management (Hong Kong) Co., Ltd. 0.64% Add +54.3% 1,398 $718K
Shira Ridge Wealth Management 0.36% Reduce -1.3% 1,397 $718K
New Age Alpha Advisors, LLC 0.03% New 1,395 $717K
Broadview Financial Management, LLC 0.53% Reduce -11.1% 1,392 $715K
Accurate Wealth Management, LLC 0.14% Add +60.9% 1,453 $713K
Advisory Resource Group 0.15% Add +16.6% 1,387 $713K
Yoffe Investment Management, LLC 1.04% No change 1,384 $711K
Trifecta Capital Advisors, LLC 0.15% Add +22.6% 1,384 $711K
Holderness Investments Co. 0.17% Add +27.2% 1,383 $711K
Lee Financial Co 0.11% Add +25.8% 1,382 $710K
Texas Bank & Trust Co 0.30% No change 1,380 $709K
Hopwood Financial Services, Inc. 0.55% Reduce -1.7% 1,374 $706K
Avalon Advisory Group 0.33% Add +30.2% 1,372 $705K
Kennedy Investment Group, Inc. 0.33% Add +5.9% 1,371 $704K
OLIO Financial Planning 0.24% Add +0.1% 1,368 $703K
ArborFi Advisors, LLC 0.69% No change 1,355 $696K
Wealth Management Associates, Inc. 0.30% Add +10.3% 1,354 $696K
Kelman-Lazarov, Inc. 0.13% Reduce -16.2% 1,351 $694K
Prudent Man Advisors, LLC 0.25% Add +98.2% 1,350 $694K
Tillman Hartley LLC 0.20% Add +0.6% 1,347 $692K
Wolf Group Capital Advisors 0.23% Add +31.1% 1,344 $691K
GFS Advisors, LLC 0.14% No change 1,340 $689K
Alpha Zero LLC 0.52% Add +7.0% 1,339 $688K
Investmark Advisory Group LLC 0.34% Add +0.4% 1,336 $687K
Insight Inv LLC 0.47% Add +11.9% 1,336 $687K
OneAscent Family Office, LLC 0.64% New 1,335 $686K
Hantz Financial Services, Inc. 0.01% Add +134.6% 1,328 $682K
Cahill Wealth Management, LLC 0.35% Add +0.3% 1,326 $681K
Amara Financial, Llc. 0.63% Reduce -0.8% 1,323 $680K
Firestone Capital Management 0.18% Add +2.1% 1,321 $679K
Sharp Wealth Advisory, LLC 0.52% Add +15.2% 1,318 $677K
Reyes Financial Architecture, Inc. 0.50% Add +10.1% 1,314 $675K
Financial Management Network Inc. 0.15% Reduce -6.4% 1,455 $674K
Greenberg Financial Group 0.28% — 1,127 $673K
Dearborn Partners LLC 0.03% Add +2.2% 1,309 $673K
Brandywine Oak Private Wealth LLC 0.07% No change 1,301 $668K
Howard Capital Management Group, LLC 0.05% Add +0.1% 1,297 $666K
Cerro Pacific Wealth Advisors LLC 0.22% Reduce -6.2% 1,236 $666K
Ledyard National Bank 0.07% Reduce -3.4% 1,294 $665K
Opes Wealth Management LLC 0.13% Reduce -2.3% 1,294 $665K
Adell Harriman & Carpenter Inc. 0.05% Add +8.8% 1,293 $665K
CBIZ Investment Advisory Services, LLC 0.03% No change 1,291 $663K
Focused Wealth Management, Inc 0.09% Add +224.4% 1,291 $663K
GFG Capital, LLC 0.20% Add +16.9% 1,290 $663K
Woodward Diversified Capital, LLC 0.47% Add +1.2% 1,288 $662K
Signature Resources Capital Management, LLC 0.57% Add +31.5% 1,287 $661K
Emprise Bank 0.35% No change 1,286 $661K
Signature Wealth Management Group 0.26% Add +2.5% 1,285 $660K
Formidable Asset Management, LLC 0.11% Reduce -1.7% 1,284 $660K
Whalen Wealth Management Inc. 0.44% Reduce -46.3% 1,280 $658K
Inspire Advisors, LLC 0.08% Add +215.3% 1,277 $656K
Beckerman Institutional, LLC 0.47% Add +11.7% 1,274 $655K
Birinyi Associates Inc. 0.21% New 1,275 $655K
Jamison Private Wealth Management, Inc. 0.10% Add +0.2% 1,274 $655K
Ironwood Financial, llc 0.14% Reduce -24.1% 1,266 $651K
Coastwise Capital Group, LLC 0.55% Reduce -46.4% 1,266 $651K
Unique Wealth Strategies, LLC 0.30% Reduce -11.0% 1,265 $650K
Foster & Motley Inc. 0.04% Reduce -4.1% 1,265 $650K
American Money Management, LLC 0.12% Reduce -1.3% 1,265 $650K
Ackerman Asset Management, LLC 0.59% — 1,264 $650K
McLean Asset Management Corp 0.21% Add +1.5% 1,421 $649K
Griffin Asset Management, Inc. 0.08% Reduce -0.6% 1,261 $648K
Addison Advisors LLC 0.18% No change 1,260 $648K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -5.0% 1,260 $647K
Nemes Rush Group LLC 0.08% Reduce -7.2% 1,260 $647K
Gould Asset Management LLC 0.13% Reduce -1.0% 1,258 $646K
Berkeley Capital Partners, LLC 0.18% Add +0.5% 1,253 $644K
First National Bank of Mount Dora, Trust Investment Services 0.16% Reduce -9.8% 1,252 $643K
Old Second National Bank of Aurora 0.15% No change 1,250 $642K
Central Bank & Trust Co. 0.11% Reduce -4.8% 1,244 $639K
Cahaba Wealth Management, Inc. 0.05% Add +6.4% 1,241 $638K
SageOak Financial, LLC 0.56% Reduce -2.8% 1,238 $636K
Efficient Frontier Advisors LLC 0.41% New 1,237 $635K
Mountain Capital Investment Advisors Inc. 0.14% Reduce -98.7% 1,255 $631K
Mfa Wealth Advisors, LLC 0.16% New 1,226 $630K
Essex LLC 0.14% Reduce -4.2% 1,221 $627K
Paragon Financial Partners, Inc. 0.49% Add +13.7% 1,220 $627K
Keystone Financial Services 0.24% Add +30.4% 1,218 $626K
Matisse Capital 0.33% Add +3.9% 1,217 $625K
Tarbox Family Office, Inc. 0.10% No change 1,215 $625K
Hoge Financial Services, LLC 0.43% Add +1.8% 1,209 $621K
Ulland Investment Advisors, LLC 0.54% Add +0.9% 1,206 $620K
Altfest L J & Co. Inc. 0.08% Reduce -7.7% 1,205 $619K
Ironvine Capital Partners, LLC 0.07% No change 1,202 $618K
REDW Wealth LLC 0.23% No change 1,198 $616K
Legacy Bridge, LLC 0.34% Add +0.4% 1,197 $615K
Aquire Wealth Advisors, LLC 0.19% Add +0.1% 1,196 $615K
Silver Coast Investments LLC 0.23% Add +8.1% 1,195 $614K
Financial Insights, Inc. 0.24% Reduce -30.5% 1,194 $614K
Concorde Asset Management, LLC 0.33% Reduce -5.9% 1,225 $612K
Allegheny Financial Group 0.16% Reduce -2.6% 1,184 $608K
Teachers Insurance & Annuity Association of America 0.81% No change 1,183 $608K
Mills Wealth Advisors LLC 0.32% Reduce -8.4% 1,183 $608K
Leigh Baldwin & Co., LLC 0.49% Add +17.9% 1,179 $606K
Strategy Asset Managers LLC 0.12% Reduce -0.1% 1,179 $606K
Caldwell Sutter Capital, Inc. 0.29% Add +95.8% 1,179 $606K
Family Capital Management, Inc. 0.37% Add +0.2% 1,179 $606K
First Bancorp, Inc 0.39% New 1,176 $604K
STAR Financial Bank 0.44% Reduce -6.8% 1,174 $603K
Knightsbridge Asset Management, LLC 0.16% Reduce -3.0% 1,174 $603K
Cranbrook Wealth Management, LLC 0.14% Add +19.7% 1,173 $603K
Wells Trecaso Financial Group, LLC 0.20% Reduce -0.8% 1,172 $602K
Valley National Advisers Inc. 0.11% No change 1,172 $602K
Clark Wealth Partners 0.45% Add +90.1% 1,171 $602K
Lakeridge Wealth Management LLC 0.30% Reduce -1.1% 1,166 $599K
Tower View Wealth Management LLC 0.35% Reduce -3.4% 1,165 $599K
Tevis Investment Management 0.44% No change 1,110 $598K
North Point Portfolio Managers Corp. 0.10% Reduce -48.6% 1,163 $598K
TCTC Holdings, LLC 0.02% No change 1,163 $598K
Foster Victor Wealth Advisors, LLC 0.05% Reduce -8.4% 1,217 $597K
Regent Peak Wealth Advisors LLC 0.14% Reduce -0.5% 1,162 $597K
Manske Wealth Management 0.23% Add +3.1% 1,160 $596K
NRI Wealth Management LC 0.44% Reduce -1.3% 1,160 $596K
Financial Advisors, LLC 0.12% No change 1,159 $596K
Shepherd Kaplan Krochuk, LLC 0.51% Reduce -0.2% 1,158 $595K
Frazier Financial Advisors, LLC 0.46% Add +704.2% 1,158 $595K
Impact Capital Partners LLC 0.22% Add +178.3% 1,155 $594K
Voya Investment Management LLC 0.00% No change 1,154 $593K
First Community Trust NA 0.52% Reduce -74.8% 1,153 $593K
Private Wealth Asset Management, LLC 0.09% — 1,152 $592K
Hickory Point Bank & Trust 0.52% Reduce -0.9% 1,151 $592K
Whitegate Investment Counselors, Inc. 0.21% Add +66.5% 1,149 $591K
MPWM Advisory Solutions, LLC 0.43% Reduce -3.6% 1,149 $590K
AA Financial Advisors, LLC 0.14% Reduce -62.1% 1,148 $590K
JNBA Financial Advisors 0.06% Reduce -8.1% 1,145 $589K
PCG Wealth Advisors, LLC 0.20% Add +26.3% 1,143 $587K
Gryphon Financial Partners LLC 0.09% Add +2.5% 1,140 $586K
Appleton Partners Inc. 0.05% Add +24.5% 1,138 $585K
Weatherly Asset Management L. P. 0.05% Add +51.5% 1,138 $585K
Wrenne Financial Planning LLC 0.31% Add +36.5% 1,136 $584K
Roberts Financial Services LLC 0.11% Reduce -49.1% 1,133 $582K
Great Lakes Advisors, LLC 0.01% Reduce -31.1% 1,126 $579K
Mountain Pacific Investment Advisers LLC 0.04% No change 1,125 $578K
Guided Capital Wealth Management, LLC 0.48% No change 1,124 $578K
Brown Wealth Management, LLC 0.20% Add +54.5% 1,117 $574K
Centerpoint Advisory Group 0.56% No change 1,117 $574K
Insight Wealth Strategies, LLC 0.08% Add +0.5% 1,117 $574K
Trust Co 0.07% Add +5.6% 1,116 $574K
Wealthcare Capital Management LLC 0.06% Reduce -0.4% 1,115 $573K
Lake Hills Wealth Management, LLC 0.40% Reduce -27.1% 1,114 $572K
Cottage Street Advisors LLC 0.29% Add +46.1% 1,113 $572K
Beacon Financial Planning, Inc. 0.33% Add +0.2% 1,112 $571K
Mascagni Wealth Management, Inc. 0.57% No change 1,111 $571K
Howard Financial Services, LTD. 0.08% Reduce -37.7% 1,111 $571K
Buska Wealth Management, LLC 0.18% Reduce -0.4% 1,110 $570K
Coston, McIsaac & Partners 0.17% Add +1.5% 1,109 $569K
Parkshore Wealth Management, Inc. 0.33% Add +70.3% 1,100 $565K
Campion Asset Management 0.44% No change 1,100 $565K
Bearing Point Capital, LLC 0.12% No change 1,100 $565K
Elk River Wealth Management LLC 0.11% No change 1,099 $565K
Catalyst Financial Partners LLC 0.10% Add +10.3% 1,099 $565K
NCM Capital Management, LLC 0.25% No change 1,094 $562K
Blackhawk Capital Partners, LLC 0.29% Add +81.9% 1,093 $562K
Future You Wealth LLC 0.36% Add +11.7% 1,097 $562K
Cordant, Inc. 0.29% Reduce -3.5% 1,093 $562K
M.E. Allison & Co., Inc. 0.55% Add +2.9% 1,091 $561K
Shakespeare Wealth Management, LLC 0.15% Reduce -0.5% 1,090 $560K
Santori & Peters, Inc. 0.22% Reduce -0.1% 1,085 $558K
626 Financial, LLC 0.29% Add +69.0% 1,083 $556K
Dominguez Wealth Management Solutions, Inc. 0.41% Add +0.1% 1,081 $556K
First Citizens Financial Corp 0.31% No change 1,080 $555K
William Howard & Co Financial Advisors Inc 0.52% Add +0.2% 1,080 $555K
Pathway Financial Advisers, LLC 0.19% Add +3.5% 1,078 $554K
Armor Investment Advisors, LLC 0.23% No change 1,077 $554K
Old North State Wealth Management, LLC 0.31% Reduce -3.1% 1,074 $554K
MilWealth Group LLC 0.15% Add +61.3% 1,076 $553K
GDS Wealth Management 0.05% Add +0.6% 1,073 $551K
Bar Harbor Wealth Management 0.04% Reduce -7.8% 1,069 $549K
Harbor Group, Inc. 0.11% Reduce -33.5% 1,065 $547K
Colorado Capital Management, Inc. 0.25% New 1,064 $547K
Legacy Wealth Asset Management, LLC 0.15% Add +0.6% 1,063 $546K
Triumph Capital Management 0.18% Reduce -1.9% 1,062 $546K
Lodestone Wealth Management LLC 0.29% Add +0.4% 1,061 $545K
USAdvisors Wealth Management, LLC 0.19% Reduce -6.1% 1,060 $545K
3EDGE Asset Management, LP 0.04% No change 1,052 $541K
Essential Planning, LLC. 0.22% Reduce -98.6% 1,051 $540K
White Pine Capital LLC 0.19% No change 1,050 $540K
XTX Topco Ltd 0.03% Reduce -62.8% 1,050 $540K
Luts & Greenleigh Group, Inc. 0.54% No change 1,049 $539K
Palacios Wealth Management, LLC 0.40% Reduce -2.5% 1,048 $538K
SPC Financial, Inc. 0.05% Add +6.6% 1,047 $538K
RAM Investment Partners, LLC 0.13% Reduce -53.3% 1,041 $535K
Van Den Berg Management I, Inc. 0.16% Add +0.5% 1,040 $534K
Retirement Planning Group, LLC / NY 0.54% Add +6.6% 1,038 $534K
Hartford Financial Management Inc. 0.11% No change 1,034 $531K
ETF Store, Inc. 0.65% Add +0.4% 1,029 $529K
Rothschild & Co Wealth Management UK Ltd 0.01% No change 1,028 $528K
Sherrill & Hutchins Financial Advisory, Inc 0.45% No change 1,024 $526K
Kropog Financial Group, LLC 0.50% Reduce -0.4% 1,023 $526K
Stone Summit Wealth LLC 0.18% No change 1,023 $526K
Tableaux LLC 0.38% Add +33.2% 1,020 $524K
Missouri Trust & Investment Co 0.18% Reduce -1.4% 1,020 $524K
Concord Wealth Partners 0.09% Add +10.4% 1,017 $523K
Midwest Financial Group LLC 0.30% Add +1.9% 1,017 $523K
Ergawealth Advisors, Inc. 0.26% No change 1,015 $522K
Stanich Group LLC 0.38% Add +0.4% 1,006 $517K
Spectrum Planning & Advisory Services Inc. 0.43% Reduce -33.2% 1,004 $516K
Cape Investment Advisory, Inc. 0.21% Reduce -12.9% 1,002 $515K
Oak Hill Wealth Advisors, LLC 0.12% Add +0.7% 1,000 $514K
Indie Asset Partners, LLC 0.45% Add +6.6% 999 $514K
Guerra Advisors Inc 0.29% Reduce -5.6% 999 $513K
MidAtlantic Capital Management, Inc. 0.40% Reduce -0.7% 999 $513K
Colton Groome Financial Advisors, LLC 0.20% Add +14.8% 1,006 $513K
Lountzis Asset Management, LLC 0.19% New 1,010 $511K
AAF Wealth Management, LLC 0.28% Add +0.3% 994 $511K
Sicart Associates LLC 0.18% Add +0.9% 991 $509K
Northcape Wealth Management, LLC 0.16% No change 990 $509K
Providence Capital Advisors, LLC 0.11% Add +3.5% 989 $509K
LifeSteps Financial, Inc. 0.41% No change 988 $508K
TOWER TRUST & INVESTMENT Co 0.41% — 996 $508K
Payne Capital Management, LLC 0.22% Reduce -11.5% 985 $506K
Bay Rivers Group 0.26% Reduce -5.4% 983 $505K
Shulman DeMeo Asset Management LLC 0.14% Add +0.2% 980 $504K
Telos Capital Management, Inc. 0.05% Add +64.2% 980 $504K
tru Independence LLC 0.16% No change 979 $503K
Plan A Wealth LLC 0.39% Add +5.4% 974 $501K
Stonebrook Private Inc. 0.13% Add +5.2% 974 $500K
Mattern Wealth Management LLC 0.11% Reduce -3.3% 973 $500K
Davidson Trust Co. 0.24% Add +6.8% 973 $500K
SC&H Financial Advisors, Inc. 0.10% Add +71.1% 970 $499K
McHugh Group, LLC 0.38% No change 970 $498K
Poehling Capital Management, INC. 0.13% No change 969 $498K
FinDec Wealth Services, Inc. 0.49% Reduce -30.6% 967 $497K
Strait & Sound Wealth Management LLC 0.23% Add +3.6% 966 $497K
Priebe Wealth Holdings LLC 0.31% Reduce -1.0% 966 $496K
Sterling Investment Advisors, Ltd. 0.12% Reduce -0.3% 965 $496K
Exchange Bank 0.40% Reduce -2.4% 964 $495K
Burns Matteson Capital Management, LLC 0.27% Add +7.1% 960 $493K
Octavia Wealth Advisors, LLC 0.06% Add +5.8% 960 $493K
GW&K Investment Management, LLC 0.00% Reduce -37.1% 957 $492K
Heartwood Wealth Advisors LLC 0.06% No change 957 $492K
ROI Financial Advisors, LLC 0.36% Add +8.5% 957 $492K
Ullmann Wealth Partners Group, LLC 0.07% Add +0.1% 953 $490K
Towercrest Capital Management 0.09% Reduce -12.8% 950 $488K
Poinciana Advisors Group, LLC 0.51% Add +58.2% 949 $488K
Bigelow Investment Advisors, LLC 0.23% No change 948 $487K
PrairieView Partners, LLC 0.05% Reduce -0.2% 949 $487K
Carson Advisory Inc. 0.33% Add +8.2% 947 $487K
Eldridge Investment Advisors, Inc. 0.11% Add +14.6% 945 $486K
Lockerman Financial Group, Inc. 0.73% Reduce -1.2% 939 $483K
TKG Advisors, LLC 0.24% Add +0.8% 938 $482K
Spinnaker Investment Group, LLC 0.11% Add +39.6% 937 $482K
Rosenblum Silverman Sutton S F Inc. 0.13% Add +1.2% 937 $482K
Atlas Private Wealth Advisors 0.07% Reduce -0.3% 935 $481K
Summit Investment Advisory Services, LLC 0.24% Add +0.3% 935 $480K
Bravias Capital Group, LLC 0.39% Add +79.2% 932 $479K
Pillar Financial Advisors, LLC 0.36% Reduce -1.9% 928 $477K
American Institute for Advanced Investment Management, LLP 0.36% Reduce -12.1% 927 $476K
Davidson Investment Advisors 0.02% Add +30.5% 925 $475K
Addison Capital Co 0.19% Reduce -2.4% 920 $473K
Columbia River Financial Group, LLC 0.32% Reduce -1.9% 918 $472K
D. Scott Neal, Inc. 0.26% No change 917 $471K
Claret Asset Management Corp 0.09% No change 917 $471K
Dakota Community Bank & Trust NA 2.27% Reduce -16.7% 915 $470K
Y-Intercept (Hong Kong) Ltd 0.03% New 915 $470K
Portfolio Strategies, Inc. 0.07% New 914 $470K
River Street Advisors LLC 0.23% Reduce -16.7% 913 $469K
Schwarz Dygos Wheeler Investment Advisors LLC 0.11% Reduce -16.9% 910 $468K
Tme Financial, Inc. 0.41% Add +6.9% 909 $467K
LMCG Investments, LLC 0.03% New 908 $467K
Mma Asset Management LLC 0.20% Add +32.2% 907 $466K
DSG Capital Advisors, LLC 0.09% No change 906 $466K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +22.5% 904 $465K
Brown, Lisle/Cummings, Inc. 0.13% Add +5.8% 904 $465K
Anchor Capital Advisors LLC 0.01% Add +18.5% 904 $465K
Atticus Wealth Management, LLC 0.15% Add +0.1% 903 $464K
Capital Investment Services of America, Inc. 0.05% Add +6.0% 899 $462K
Mason Investment Advisory Services, Inc. 0.03% Add +0.2% 898 $461K
NFSG Corp 0.11% Reduce -35.5% 898 $461K
Navalign, LLC 0.13% No change 896 $460K
Burford Brothers, Inc. 0.22% New 895 $460K
Lifeworks Advisors, LLC 0.08% Add +13.4% 894 $460K
Orion Capital Management LLC 0.19% No change 894 $459K
Curtis Advisory Group, LLC 0.13% Reduce -24.0% 892 $458K
Convergence Financial, LLC 0.09% Add +2.4% 891 $458K
Altura Wealth Advisors Inc. 0.30% New 890 $457K
DKM Wealth Management, Inc. 0.44% No change 889 $457K
Ascentis Wealth Management, LLC 0.15% Add +675.4% 884 $457K
Stiles Financial Services Inc 0.17% No change 883 $454K
Potentia Wealth 0.21% No change 882 $453K
Joseph P. Lucia & Associates, LLC 0.21% No change 882 $453K
Riversedge Advisors, LLC 0.10% Add +0.3% 882 $453K
AllGen Financial Advisors, Inc. 0.13% New 878 $451K
Oak Wealth Advisors LLC 0.33% Add +9.4% 871 $448K
Penney Financial, LLC 0.29% Add +54.2% 871 $448K
Moser Wealth Advisors, LLC 0.23% Add +86.9% 869 $447K
Summit Investment Advisors, Inc. 0.40% No change 868 $446K
Taylor Financial Group, Inc. 0.31% No change 867 $446K
Forte Capital LLC 0.05% Reduce -8.0% 865 $445K
Great Lakes Retirement, Inc. 0.06% Reduce -5.9% 863 $444K
Lighthouse Financial LLC 0.38% No change 862 $443K
Nelson Capital Management, LLC 0.08% Add +2.3% 861 $442K
Moseley Investment Management Inc. 0.17% Add +0.5% 855 $440K
Ceera Investments, LLC 0.15% No change 855 $439K
JFG Wealth Management, LLC 0.10% Reduce -64.5% 855 $439K
Schmidt P J Investment Management Inc. 0.08% Reduce -5.3% 851 $437K
Evelyn Partners Investment Management Services Ltd 0.07% Add +17.4% 850 $437K
Goodman Financial Corp 0.09% New 847 $435K
Master's Wealth Management Inc. 0.23% Add +0.4% 847 $435K
American Capital Advisory, LLC 0.23% No change 845 $434K
Napa Wealth Management 0.24% Add +1.2% 843 $433K
Citrine Capital LLC 0.27% Reduce -6.8% 842 $433K
Eisler Capital Management Ltd. 0.01% Reduce -96.8% 841 $432K
Private Capital Management, LLC 0.05% Reduce -2.2% 836 $429K
Noesis Capital Mangement Corp. 0.09% Add +4.9% 835 $429K
AssuredPartners Investment Advisors, LLC 0.08% Reduce -29.2% 834 $429K
Glassy Mountain Advisors, Inc. 0.15% No change 834 $429K
Fulton Breakefield Broenniman LLC 0.03% Add +92.8% 833 $428K
Colony Family Offices, LLC 0.13% No change 833 $428K
Signet Investment Advisory Group, Inc. 0.21% Reduce -8.5% 830 $427K
Sprinkle Financial Consultants LLC 0.27% Add +0.4% 829 $426K
Orleans Capital Management Corp. 0.25% No change 828 $426K
Dagco, Inc. 0.14% Add +52.4% 826 $424K
Three Magnolias Financial Advisors, LLC 0.36% Add +18.7% 824 $423K
SWAN Capital LLC 0.20% Add +1.2% 822 $422K
ODonnell Financial Services, LLC 0.17% Add +0.6% 820 $421K
Horizons Wealth Management 0.32% Add +20.8% 820 $421K
Vontobel Holding Ltd. 0.00% New 820 $421K
Bluestem Financial Advisors, LLC 0.20% New 820 $421K
Berry Wealth Group, LP 0.33% Reduce -88.9% 820 $421K
TCFG Wealth Management, LLC 0.21% Reduce -1.1% 816 $419K
Steigerwald, Gordon & Koch Inc. 0.05% Reduce -46.1% 813 $418K
MPS Loria Financial Planners, LLC 0.12% Add +3.3% 812 $417K
Parker Financial LLC 0.20% Reduce -9.3% 812 $417K
Pineridge Advisors LLC 0.16% Reduce -30.3% 809 $416K
Vantage Point Financial LLC 0.21% Add +72.1% 807 $415K
Investors Research Corp 0.09% Add +806.7% 807 $415K
True Link Financial Advisors, LLC 0.03% New 807 $415K
Antonelli Financial Advisors, LLC 0.33% Reduce -7.5% 805 $414K
Archford Capital Strategies, LLC 0.06% New 803 $413K
Prestige Wealth Management Group LLC 0.09% Add +0.3% 802 $412K
Bestgate Wealth Advisors, LLC 0.85% Add +16.1% 801 $412K
Princeton Capital Management LLC 0.14% Reduce -80.2% 801 $411K
Earned Wealth Advisors, LLC 0.09% New 799 $411K
Pennsylvania Capital Management Inc. 0.15% Add +1.1% 798 $410K
Advantage Trust Co 0.25% Reduce -4.4% 796 $409K
Columbia Asset Management 0.08% No change 794 $408K
Alta Wealth Advisors LLC 0.19% Reduce -11.5% 794 $408K
Integrity Investment Advisors, LLC 0.37% — 793 $407K
Lazari Capital Management, Inc. 0.17% Add +16.6% 793 $407K
Integris Wealth Management, LLC 0.12% Add +20.0% 791 $407K
Tepp RIA, LLC 0.55% No change 791 $407K
BWM Planning, LLC 0.17% Reduce -6.5% 789 $405K
Guardian Wealth Advisors, LLC 0.26% Reduce -14.0% 787 $404K
Meritage Portfolio Management 0.03% No change 786 $404K
Mullooly Asset Management, Inc. 0.18% — 785 $403K
Trinity Legacy Partners, LLC 0.10% Add +13.2% 747 $403K
Granite Bay Wealth Management, LLC 0.14% Reduce -8.4% 783 $402K
Pegasus Asset Management, Inc. 0.16% No change 781 $401K
Borer Denton & Associates, Inc. 0.14% Add +14.8% 778 $400K
Urban Financial Advisory Corp 0.22% Add +699.0% 775 $398K
Drake & Associates, LLC 0.11% Add +60.5% 775 $398K
Cypress Financial Planning LLC 0.14% Reduce -10.8% 774 $398K
Clear Harbor Asset Management, LLC 0.03% Add +26.9% 773 $397K
SpringVest Wealth Management LLC 0.33% Add +1.2% 772 $397K
Main Street Research LLC 0.03% Reduce -47.5% 772 $397K
Philip James Wealth Mangement, LLC 0.05% No change 771 $396K
San Luis Wealth Advisors LLC 0.09% Add +8.4% 771 $396K
Allen Capital Group, LLC 0.05% Reduce -40.2% 770 $396K
jvl associates llc 0.16% New 769 $395K
PFG Private Wealth Management, LLC 0.21% Add +76700.0% 768 $395K
Avalon Capital Management 0.11% Reduce -2.4% 768 $394K
Legacy Financial Advisors, Inc. 0.07% Reduce -1.8% 766 $394K
Graham Capital Wealth Management, LLC 0.42% Reduce -8.9% 764 $393K
Nalls Sherbakoff Group, LLC 0.32% — 762 $392K
Kure Advisory, LLC 0.30% — 761 $391K
Hurlow Wealth Management Group, Inc. 0.12% Reduce -35.0% 758 $390K
Gilman Hill Asset Management, LLC 0.07% No change 758 $390K
Patron Partners, LLC 0.21% No change 757 $389K
Veracity Capital LLC 0.15% New 753 $387K
TrueWealth Advisors, LLC 0.13% Add +0.1% 753 $387K
Patten Group, Inc. 0.09% Reduce -12.5% 751 $386K
Lakeside Advisors, INC. 0.26% No change 750 $385K
Cyr Financial Inc. 0.34% Add +28.0% 750 $385K
Aveo Capital Partners, LLC 0.06% Reduce -96.3% 747 $385K
Alliance Wealth Management Group 0.10% Add +0.4% 750 $385K
RDA Financial Network 0.11% Reduce -0.9% 748 $385K
New Insight Wealth Advisors 0.17% Add +4.6% 748 $384K
Uptown Financial Advisors LLC 0.40% Reduce -0.8% 748 $384K
Callahan Advisors, LLC 0.04% Add +0.1% 747 $384K
Studio Investment Management LLC 0.08% Reduce -30.9% 745 $383K
Delta Asset Management LLC 0.04% Add +70.0% 743 $382K
Gables Capital Management Inc. 0.19% No change 740 $380K
Sterling Investment Counsel, LLC 0.13% Add +2.4% 740 $380K
Atlantic Private Wealth, LLC 0.28% Add +38.6% 740 $380K
Westside Investment Management, Inc. 0.08% Reduce -9.9% 737 $379K
Capital Advisors Wealth Management, LLC 0.07% Add +0.1% 734 $377K
Overbrook Management Corp 0.09% Add +0.1% 733 $377K
Conservest Capital Advisors, Inc. 0.04% No change 732 $376K
Vawter Financial, Ltd. 0.21% No change 732 $376K
Shepherd Financial Partners LLC 0.04% Reduce -4.6% 731 $376K
Leisure Capital Management 0.15% Reduce -89.1% 730 $375K
Garrison Point Advisors, LLC 0.18% Add +25.9% 729 $375K
Seaview Investment Managers LLC 0.09% New 726 $373K
Jackson Square Capital, LLC 0.12% Add +14.5% 726 $373K
Parkwoods Wealth Partners, LLC 0.25% New 723 $371K
Suncoast Equity Management 0.04% Reduce -6.3% 723 $371K
Financial Life Planners 0.36% Add +52.0% 722 $371K
Blue Zone Wealth Advisors, LLC 0.10% Reduce -9.6% 722 $371K
City Center Advisors, LLC 0.43% Add +4.8% 722 $371K
Define Financial, LLC 0.28% Reduce -1.8% 754 $370K
Dash Acquisitions Inc. 0.08% No change 685 $370K
Newport Capital Group, LLC 0.26% Reduce -6.0% 710 $367K
City Holding Co. 0.05% Add +12.6% 714 $367K
Crown Wealth Group, LLC 0.19% Reduce -18.7% 714 $367K
Meadow Creek Wealth Advisors LLC 0.27% No change 713 $366K
Linden Thomas Advisory Services, LLC 0.05% New 713 $366K
Summit Wealth Partners, LLC 0.07% Add +9.9% 712 $366K
Semus Wealth Partners LLC 0.25% Add +3.6% 712 $366K
Robbins Farley 0.19% Add +11700.0% 708 $364K
NovaPoint Capital, LLC 0.11% No change 708 $364K
MFA Wealth Services 0.30% Add +2.6% 707 $364K
Bright Financial Advisors, Inc. 0.22% Reduce -8.1% 704 $362K
Empirical Asset Management, LLC 0.12% Add +0.3% 703 $361K
Nabity-Jensen Investment Management Inc 0.29% Add +901.9% 7,023 $361K
Whelan Financial 0.14% Reduce -12.3% 700 $360K
Strategic Financial Planning, Inc. 0.25% No change 700 $360K
Grandview Asset Management LLC 0.14% Reduce -5.4% 699 $359K
Pacifica Partners Inc. 0.16% Reduce -7.0% 726 $359K
Bellwether Advisors, LLC 0.07% No change 696 $358K
Carret Asset Management, LLC 0.04% Add +27.3% 695 $357K
Spirit of America Management Corp. 0.07% Reduce -1.4% 694 $357K
Shared Vision Wealth Group LLC 0.19% No change 693 $356K
Solidarity Wealth, LLC 0.09% Add +25.3% 693 $356K
Optiver Holding B.V. 0.01% New 693 $356K
Cim, LLC 0.05% No change 692 $356K
Encompass More Asset Management 0.11% Add +14.6% 691 $355K
Nixon Peabody Trust Co. 0.03% Add +8.2% 690 $355K
Summit Global Investments 0.03% Add +42.1% 688 $354K
Willner & Heller, LLC 0.33% Add +3.9% 688 $354K
Fortitude Advisory Group L.L.C. 0.25% Reduce -38.4% 731 $353K
Next Level Private LLC 0.13% Add +0.1% 686 $352K
Paragon Advisors, LLC 0.13% Reduce -3.1% 686 $352K
Wealthedge Investment Advisors, LLC 0.16% No change 685 $352K
Kagan Cocozza Asset Management 0.29% No change 685 $352K
Kingstone Capital Partners Texas, LLC 0.28% Add +0.3% 684 $352K
Boyum Wealth Architects LLC 0.34% — 684 $352K
Arq Wealth Advisors, LLC 0.13% Add +2.4% 684 $352K
Live Oak Investment Partners 0.28% New 684 $352K
Ruane, Cunniff & Goldfarb L.P. 0.01% New 682 $350K
Riverbend Wealth Management, LLC 0.31% Add +40.3% 682 $350K
RFG - Bristol Wealth Advisors, LLC 0.12% Reduce -6.6% 682 $350K
Samalin Investment Counsel, LLC 0.14% Add +0.3% 680 $350K
Cadent Capital Advisors, LLC 0.13% Add +2.4% 680 $350K
Compass Planning Associates Inc 0.35% Add +51.8% 680 $350K
Kimelman & Baird, LLC 0.03% No change 679 $349K
FFT Wealth Management LLC 0.07% Reduce -99.9% 678 $348K
Manchester Financial Inc. 0.08% Add +15.7% 677 $348K
Fagan Associates, Inc. 0.06% Add +0.1% 677 $348K
L. Roy Papp & Associates, LLP 0.04% Add +0.9% 675 $347K
Inlet Private Wealth, LLC 0.09% Reduce -0.3% 672 $345K
Ascent Capital Management, LLC 0.35% Add +0.3% 672 $345K
Schnieders Capital Management LLC 0.07% No change 671 $345K
Seros Financial, LLC 0.26% New 671 $345K
Tandem Capital Management Corp. 0.19% No change 671 $345K
Rosenberg Matthew Hamilton 0.09% Add +18.8% 671 $345K
Iron Gate Global Advisors LLC 0.05% Reduce -40.5% 669 $344K
Redmond Asset Management, LLC 0.09% Add +29.0% 667 $343K
Buckhead Capital Management LLC 0.11% Add +39.9% 666 $342K
Measured Wealth Private Client Group, LLC 0.11% Reduce -2.2% 665 $342K
Peninsula Asset Management Inc. 0.19% Add +5.6% 665 $342K
ProVise Management Group, LLC 0.03% Reduce -13.8% 663 $341K
Robinswood Financial LLC 0.13% Add +21.4% 663 $341K
Nautilus Advisors LLC 0.28% Add +2.0% 662 $340K
Nestegg Advisors, Inc. 0.36% Add +0.3% 662 $340K
Quantum Financial Planning Services, Inc. 0.19% Reduce -7.3% 662 $340K
Camelot Technology Advisors, Inc. 0.31% No change 662 $340K
Jentner Corp 0.10% No change 660 $339K
Kraft, Davis & Associates, LLC 0.11% Add +3.4% 701 $339K
Cornerstone Wealth Advisors, Inc. 0.09% No change 658 $338K
Ehrlich Financial Group 0.25% Reduce -57.3% 657 $338K
Sloy Dahl & Holst, LLC 0.06% No change 657 $338K
Greykasell Wealth Strategies, Inc. 0.18% New 656 $337K
Pacific Point Advisors, LLC 0.19% Add +1.2% 656 $337K
Cushing Capital Partners, LLC 0.30% Reduce -6.3% 652 $335K
JGP Wealth Management, LLC 0.04% Add +7.4% 651 $334K
High Note Wealth, LLC 0.08% No change 650 $334K
Butensky & Cohen Financial Security, Inc. 0.10% Reduce -3.3% 649 $333K
Windsor Advisory Group, LLC 0.43% Reduce -11.8% 647 $333K
Bannerman Wealth Management Group, LLC 0.27% Add +14.4% 643 $330K
O'Brien Wealth Partners LLC 0.06% No change 642 $330K
Chaney Capital Management, Inc. 0.15% No change 641 $329K
Arbor Trust Wealth Advisors, LLC 0.15% Add +20.0% 641 $329K
LGT Financial Advisors LLC 1.00% Add +1.6% 641 $329K
Kellett Wealth Advisors, LLC 0.23% Reduce -6.3% 639 $328K
Foundation Wealth Management, LLC\PA 0.16% New 639 $328K
West Wealth Group, LLC 0.10% Add +21.4% 635 $328K
Argentarii, LLC 0.16% New 637 $327K
Marino, Stram & Associates LLC 0.07% Add +6.2% 633 $325K
Taylor & Morgan Wealth Management, LLC 0.24% Reduce -3.5% 632 $325K
Ayrshire Capital Management LLC 0.16% Reduce -22.3% 631 $324K
44 Wealth Management LLC 0.12% New 631 $324K
HighMark Wealth Management LLC 0.19% Add +65.4% 627 $322K
Herold Advisors, Inc. 0.07% Reduce -12.1% 626 $322K
Pines Wealth Management, LLC 0.15% Add +0.3% 702 $321K
Kilter Group LLC 0.21% No change 623 $320K
Merkkuri Wealth Advisors LLC 0.27% Add +1.5% 623 $320K
Lafayette Investments, Inc. 0.07% Add +0.3% 622 $320K
M1 Capital Management LLC 0.20% No change 622 $320K
Edge Financial Advisors LLC 0.20% Reduce -86.2% 620 $318K
KRS Capital Management, LLC 0.25% Add +4.2% 618 $318K
Sound Stewardship, LLC 0.18% Reduce -6.3% 615 $316K
Mayfair Advisory Group, LLC 0.18% Add +50.0% 615 $316K
Exchange Capital Management, Inc. 0.05% No change 612 $315K
Piscataqua Savings Bank 0.28% Reduce -0.2% 612 $315K
One Wealth Advisors, LLC 0.05% Reduce -23.8% 611 $314K
Paragon Capital Management Ltd 0.06% No change 610 $314K
Prudent Man Investment Management, Inc. 0.17% No change 582 $314K
Lebenthal Global Advisors, LLC 0.06% Add +0.5% 609 $313K
Columbia Advisory Partners LLC 0.27% Reduce -27.4% 608 $312K
Westchester Capital Management, Inc. 0.08% Reduce -12.4% 608 $312K
Waterford Advisors, LLC 0.13% No change 607 $312K
Seaside Wealth Management, Inc. 0.11% Add +14.7% 607 $312K
Silver Oak Wealth Advisors Services, LLC 0.28% Add +2.0% 606 $311K
Investment Partners Asset Management, Inc. 0.24% Add +60.8% 603 $310K
Successful Portfolios LLC 0.21% No change 603 $310K
ABLE Financial Group, LLC 0.09% Reduce -15.4% 602 $309K
Heritage Wealth Partners, LLC 0.47% Reduce -1.5% 601 $309K
Owen LaRue, LLC 0.15% Reduce -54.2% 601 $309K
Benin Management CORP 0.09% No change 600 $308K
James J. Burns & Company, LLC 0.06% Add +7.5% 599 $308K
Grove Street Fiduciary, LLC 0.16% Reduce -10.2% 598 $308K
McIlrath & Eck, LLC 0.04% Reduce -13.9% 596 $306K
Osborne Partners Capital Management, LLC 0.02% No change 595 $306K
Mycio Wealth Partners, LLC 0.07% Add +0.3% 591 $304K
Grant Private Wealth Management Inc 0.33% Add +0.7% 590 $303K
LWM Advisory Services, LLC 0.21% Add +20.0% 587 $302K
Beacon Wealthcare LLC 0.12% Add +6.0% 586 $301K
Palisades Hudson Asset Management, L.P. 0.14% Add +0.2% 586 $301K
Evensky & Katz LLC 0.02% Add +9.1% 586 $301K
Lauterbach Financial Advisors, LLC 0.19% New 585 $301K
Highview Capital Management LLC 0.13% No change 585 $301K
American Trust 0.07% Reduce -99.8% 585 $301K
Palumbo Wealth Management LLC 0.10% Add +0.2% 580 $298K
Leading Edge Financial Planning LLC 0.09% Add +9.7% 578 $297K
LVM Capital Management Ltd. 0.03% Reduce -21.1% 578 $297K
Lincoln Capital LLC 0.06% Add +0.8% 613 $297K
Drystone LLC 0.30% Reduce -3.4% 575 $295K
Darwin Wealth Management, LLC 0.10% No change 547 $295K
Intellectus Partners, LLC 0.07% Reduce -10.3% 573 $294K
Connors Investor Services Inc. 0.03% No change 572 $294K
Paulson Wealth Management Inc. 0.08% Reduce -61.5% 571 $294K
Forefront Wealth Management Inc. 0.27% No change 570 $293K
Covenant Asset Management, LLC 0.07% Reduce -7.5% 569 $292K
Insight 2811, Inc. 0.15% Add +15.7% 567 $291K
M. Kulyk & Associates, LLC 0.07% No change 567 $291K
Ballew Advisors, Inc 0.20% Add +0.3% 593 $291K
OMNI 360 Wealth, Inc. 0.19% Add +12.6% 565 $290K
Lunt Capital Management, Inc. 0.11% Reduce -5.2% 564 $290K
Vertex Planning Partners, LLC 0.06% New 563 $290K
United Asset Strategies, Inc. 0.03% Reduce -3.6% 563 $289K
Riggs Asset Managment Co. Inc. 0.08% Add +0.4% 562 $289K
Intrepid Financial Planning Group LLC 0.13% No change 562 $289K
West Coast Financial LLC 0.03% No change 562 $289K
Hidden Cove Wealth Management, LLC 0.23% Add +0.9% 556 $286K
Hager Investment Management Services, LLC 0.20% Reduce -41.8% 556 $286K
Accordant Advisory Group Inc 0.28% No change 555 $285K
Blume Capital Management, Inc. 0.06% Add +0.5% 555 $285K
Symphony Financial Services, Inc. 0.18% Add +13.4% 550 $283K
IronBridge Private Wealth, LLC 0.11% New 550 $283K
Fire Capital Management LLC 0.21% New 550 $283K
Hobbs Group Advisors, LLC 0.11% Reduce -1.1% 549 $282K
Vishria Bird Financial Group, LLC 0.10% No change 549 $282K
Colonial River Investments, LLC 0.15% Add +4.0% 548 $282K
Sargent Investment Group, LLC 0.04% No change 548 $282K
Park Edge Advisors, LLC 0.08% Reduce -30.3% 548 $282K
Poplar Forest Capital LLC 0.05% No change 546 $281K
KMG Fiduciary Partners, LLC 0.02% Reduce -5.7% 546 $280K
Clarity Financial LLC 0.03% Reduce -51.4% 545 $280K
Higgins & Schmidt Wealth Strategies LLC 0.17% Reduce -0.2% 545 $280K
Walker Financial Services, Inc. 0.15% No change 544 $280K
Legacy Capital Group California, Inc. 0.10% No change 542 $279K
West Branch Capital LLC 0.09% Reduce -4.6% 542 $279K
Private Wealth Management Group, LLC 0.10% Add +10.8% 542 $279K
Roof Eidam Maycock Peralta, LLC 0.07% Reduce -10.0% 540 $278K
Cypress Capital, LLC 0.08% New 540 $277K
IMS Capital Management 0.14% No change 539 $277K
Legacy Financial Group, Inc. 0.09% Add +18.8% 538 $277K
Cutler Investment Counsel LLC 0.03% Add +30.9% 538 $277K
Morse Asset Management, Inc 0.07% Add +1.5% 538 $276K
Hummer Financial Advisory Services Inc 0.22% No change 538 $276K
Moller Wealth Partners 0.07% No change 538 $276K
Copia Wealth Management 0.26% Add +73.0% 538 $276K
Verde Capital Management 0.08% New 537 $276K
Aviso Wealth Management 0.15% Add +7.2% 536 $275K
Stewardship Advisors, LLC 0.07% Add +26.4% 536 $275K
Scientech Research LLC 0.07% Reduce -51.5% 535 $275K
Private Capital Advisors, Inc. 0.03% No change 535 $275K
Bond & Devick Financial Network, Inc. 0.10% New 533 $274K
Rogco, LP 0.11% Add +1.1% 532 $273K
Fourth Dimension Wealth, LLC 0.13% No change 530 $272K
Financial Advisory Partners, LLC 0.09% Reduce -14.5% 530 $272K
Patton Fund Management, Inc. 0.07% No change 530 $272K
Emergent Wealth Advisors, LLC 0.20% Add +1.0% 528 $271K
Capital Counsel LLC 0.01% Reduce -36.5% 523 $269K
Cornerstone Advisory, LLC 0.03% Add +21.4% 523 $269K
Penobscot Investment Management Company, Inc. 0.03% No change 520 $267K
Droms Strauss Advisors Inc. /Mo/ 0.09% Reduce -5.8% 520 $267K
Pacific Wealth Management 0.15% Reduce -5.3% 520 $267K
Mach-1 Financial Group, LLC 0.08% Reduce -50.3% 519 $267K
Greater Midwest Financial Group, LLC 0.19% Add +23.6% 519 $267K
Novak & Powell Financial Services, Inc. 0.17% Add +0.2% 518 $266K
Pacific Financial Group Inc. 0.21% Reduce -53.7% 517 $266K
Knights of Columbus Asset Advisors LLC 0.02% No change 517 $266K
Godsey & Gibb, Inc. 0.03% Reduce -7.2% 516 $265K
Gen-Wealth Partners Inc 0.11% Reduce -0.8% 515 $265K
Opal Wealth Advisors, LLC 0.08% New 515 $265K
Delta Investment Management, LLC 0.05% Add +2.6% 515 $265K
Stevens Capital Partners 0.12% Add +10.1% 514 $264K
Seelaus Asset Management LLC 0.26% No change 513 $264K
Carolina Wealth Advisors, LLC 0.14% New 513 $264K
Two West Capital Advisors LLC 0.22% Add +0.2% 535 $262K
Curio Wealth, LLC 0.14% Reduce -99.2% 4 $262K
White Knight Strategic Wealth Advisors, LLC 0.24% Reduce -68.1% 510 $262K
Vermillion & White Wealth Management Group, LLC 0.19% Add +0.2% 509 $261K
Hofer & Associates. Inc 0.18% No change 508 $261K
Prodigy Asset Management LLC 0.21% No change 506 $260K
Pinnacle Wealth Management Group, Inc. 0.18% No change 506 $260K
Stuart Chaussee & Associates, Inc. 0.06% Reduce -6.7% 505 $260K
Swisher Financial Concepts, Inc. 0.21% New 505 $259K
St Germain D J Co. Inc. 0.01% No change 504 $259K
Waycross Investment Management Co 0.29% No change 503 $258K
East Coast Asset Management, LLC. 0.09% No change 500 $257K
Meritas Wealth Management, LLC 0.15% Add +0.2% 500 $257K
Palo Alto Wealth Advisors, LLC 0.10% Reduce -9.8% 476 $257K
Joule Financial, LLC 0.09% No change 498 $256K
Access Financial Services, Inc. 0.10% Reduce -16.0% 495 $255K
Isthmus Partners, LLC 0.03% New 495 $254K
Cable Hill Partners, LLC 0.02% Add +6.2% 498 $254K
Prentice Wealth Management LLC 0.07% No change 494 $254K
McNamara Financial Services, Inc. 0.05% Reduce -4.8% 491 $252K
Resolute Wealth Strategies, LLC 0.14% New 490 $252K
SWP Financial LLC 0.15% Reduce -25.5% 487 $250K
1832 Asset Management L.P. 0.00% Reduce -50.8% 487 $250K
ESL Trust Services, LLC 0.06% No change 486 $250K
Hemenway Trust Co LLC 0.02% No change 485 $249K
Aspen Capital Management, LLC 0.08% — 485 $249K
Laraway Financial Advisors Inc 0.20% No change 484 $249K
American Financial Advisors, LLC 0.04% Add +5.0% 484 $249K
Northstar Financial Companies, Inc. 0.27% Add +3.9% 483 $248K
Sweeney & Michel, LLC 0.11% — 542 $248K
Caitlin John, LLC 0.24% Add +4.1% 482 $247K
Centerpoint Advisors, LLC 0.09% No change 481 $247K
Stolper Co 0.08% No change 480 $247K
Corrado Advisors, LLC 0.16% Add +2.4% 479 $246K
Summit Financial Wealth Advisors, LLC 0.05% Reduce -12.6% 478 $246K
Tanglewood Legacy Advisors, LLC 0.11% No change 478 $246K
Triune Financial Partners, LLC 0.08% Add +2.6% 478 $245K
Wellment Financial 0.32% Reduce -30.3% 477 $245K
Windsor Capital Management, LLC 0.07% Reduce -3.7% 474 $244K
Stillwater Wealth Management Group 0.21% Add +3.3% 473 $243K
Richmond Investment Services, LLC 0.13% Add +12.3% 473 $243K
Hilltop Wealth Advisors, LLC 0.14% Add +4.4% 471 $242K
O'ROURKE & COMPANY, Inc 0.12% Reduce -4.9% 470 $242K
Goepper Burkhardt LLC 0.10% Reduce -1.1% 470 $242K
Bay Capital Advisors, LLC 0.20% Reduce -30.4% 469 $241K
Winebrenner Capital Management LLC 0.22% Reduce -50.9% 468 $241K
Oxinas Partners, LLC 0.14% New 468 $240K
Canandaigua National Trust Co of Florida 0.21% New 464 $238K
WJ Wealth Management, LLC 0.08% Reduce -21.6% 464 $238K
RFP Financial Group LLC 0.10% Reduce -38.7% 462 $238K
Strengthening Families & Communities, LLC 0.15% Add +6.7% 475 $238K
Tobias Financial Advisors, Inc. 0.05% New 461 $237K
Tiemann Investment Advisors, LLC 0.11% No change 461 $237K
Chancellor Financial Group WB LP 0.20% Reduce -7.8% 461 $237K
Northwest Financial Advisors 0.20% Reduce -9.3% 460 $236K
Riverstone Advisors, LLC 0.14% No change 460 $236K
Smith & Howard Wealth Management, LLC 0.06% No change 460 $236K
Maltin Wealth Management, Inc. 0.11% Add +6.5% 459 $236K
Dynamic Financial Group 0.23% Reduce -15.6% 456 $234K
Planning Center, Inc. 0.03% Add +1.3% 454 $233K
Dogwood Wealth Management LLC 0.12% Add +15.2% 454 $233K
Copley Financial Group, Inc. 0.18% Add +223.6% 453 $233K
Norden Group LLC 0.03% Add +16.0% 450 $231K
Guardian Partners Inc. 0.02% Add +10.1% 470 $231K
Old Port Advisors 0.07% Reduce -3.9% 450 $231K
M. Kraus & Co 0.07% No change 450 $231K
Great Waters Wealth Management 0.03% Add +10.8% 450 $231K
Tenret Co LLC 0.14% No change 449 $231K
Seneca House Advisors 0.10% Add +15.5% 448 $230K
Team Hewins, LLC 0.09% Reduce -37.0% 447 $230K
New Harbor Financial Group, LLC 0.06% New 447 $230K
Manhattan West Asset Management, LLC 0.06% Reduce -14.8% 445 $229K
Cornerstone Enterprises, LLC 0.14% Reduce -2.6% 444 $229K
Centennial Wealth Advisory LLC 0.08% Add +0.9% 445 $229K
Planwiser Financial, LLC 0.21% — 443 $228K
Code Waechter LLC 0.19% New 441 $227K
Triangle Securities Wealth Management 0.06% New 441 $227K
Platt Investment Counsel, LLC 0.22% New 441 $227K
CVFG LLC 0.21% New 440 $226K
PMG Wealth Management, Inc. 0.24% Add +1.6% 439 $226K
Avant Capital LLC 0.19% Reduce -0.9% 439 $225K
Mirador Capital Partners LP 0.04% Add +9.6% 435 $223K
Ballast, Inc. 0.06% No change 434 $223K
Scott & Selber, Inc. 0.07% No change 433 $223K
Hedeker Wealth, LLC 0.06% Reduce -53.5% 433 $223K
Bayshore Asset Management, LLC 0.11% Reduce -34.8% 432 $222K
Satovsky Asset Management LLC 0.05% New 431 $222K
Security National Bank of Sioux City Iowa 0.16% Reduce -11.5% 431 $221K
Certior Financial Group, LLC 0.18% Reduce -33.1% 431 $221K
Silver Oak Advisory Group, Inc. 0.12% Add +0.2% 431 $221K
James Reed Financial Services, Inc. 0.25% No change 430 $221K
Atlas Brown,Inc. 0.08% No change 429 $220K
Gilliland Jeter Wealth Management LLC 0.08% Add +0.9% 428 $220K
Leeward Financial Partners, LLC 0.08% Reduce -54.0% 425 $218K
Ironwood Wealth Management, LLC. 0.07% Reduce -15.2% 424 $218K
Capital Insight Partners, LLC 0.04% Add +1.4% 424 $218K
RIA Advisory Group LLC 0.07% New 423 $217K
S&co Inc. 0.01% Add +3.2% 423 $217K
Rollins Financial Advisors, LLC 0.04% Reduce -53.0% 422 $217K
Ramsay, Stattman, Vela & Price, Inc. 0.04% Add +0.2% 421 $216K
Banque Cantonale Vaudoise 0.01% — 421 $216K
Live Oak Private Wealth LLC 0.03% New 418 $215K
Carmel Capital Partners, LLC 0.08% New 418 $215K
Gratus Wealth Advisors, LLC 0.04% No change 418 $215K
Waterway Wealth Management, LLC 0.09% New 417 $214K
Clarendon Private LLC 0.23% Add +5.8% 416 $214K
Aire Advisors, LLC 0.04% Reduce -10.4% 415 $213K
Arbor Capital Management Inc. 0.21% New 413 $213K
Flagship Private Wealth, LLC 0.10% No change 413 $212K
Grant Street Asset Management, Inc. 0.05% Reduce -15.9% 413 $212K
Financial Guidance Group, Inc. 0.11% No change 413 $212K
Northside Capital Management, LLC 0.03% New 412 $212K
ARK & TLK Investments, LLC 0.07% No change 411 $211K
Nvwm, LLC 0.06% Add +50.7% 410 $211K
Powell Investment Advisors, LLC 0.10% Add +5.1% 410 $211K
Boulder Wealth Advisors, LLC 0.12% No change 409 $210K
FORM Wealth Advisors, LLC 0.03% — 409 $210K
PUREfi Wealth, LLC 0.21% New 407 $209K
Five Oceans Advisors 0.10% Add +1.8% 407 $209K
Paces Ferry Wealth Advisors, LLC 0.10% Reduce -35.8% 407 $209K
Seneca Financial Advisors LLC 0.10% Add +0.5% 406 $209K
LWM Advisors Inc. 0.25% Add +4.2% 402 $209K
Keeley-Teton Advisors, LLC 0.03% No change 405 $208K
Bernzott Capital Advisors 0.10% Reduce -6.7% 404 $208K
Twelve Points Wealth Management LLC 0.06% Reduce -36.5% 404 $208K
BankPlus Trust Department 0.07% Add +93.3% 404 $208K
Ellenbecker Investment Group 0.04% Reduce -25.1% 403 $208K
Pioneer Wealth Management Group 0.09% — 402 $207K
Samlyn Capital, LLC 0.00% Reduce -2.0% 401 $206K
Westwind Capital 0.05% Add +3.9% 400 $206K
Wells Financial Advisors INC 0.28% No change 400 $206K
General Partner, Inc. 0.13% No change 400 $206K
Seven Post Investment Office LP 0.08% Reduce -10.1% 400 $206K
Transcendent Capital Group LLC 0.12% Add +10.5% 399 $205K
Versant Capital Management, Inc 0.03% Add +7.5% 399 $205K
Harvest Investment Services, LLC 0.06% New 399 $205K
Knuff & Co LLC 0.07% New 399 $205K
DDD Partners, LLC 0.02% No change 398 $205K
SevenBridge Financial Group, LLC 0.04% No change 382 $205K
Kesler, Norman & Wride, LLC 0.04% New 398 $205K
Hobart Private Capital, LLC 0.05% Reduce -35.3% 398 $205K
Lee Danner & Bass Inc. 0.02% No change 398 $205K
Andrews, Lucia Wealth Management LLC 0.14% New 379 $204K
Sincerus Advisory, LLC 0.22% Add +1.5% 397 $204K
Redwood Financial Network Corp 0.15% No change 396 $204K
ZEGA Investments, LLC 0.06% New 396 $204K
David J Yvars Group 0.16% Add +0.3% 396 $203K
Voisard Asset Management Group, Inc. 0.06% Reduce -3.2% 395 $203K
MRWM Advisors, LLC 0.14% Reduce -54.6% 395 $203K
Resurgent Financial Advisors LLC 0.12% Reduce -31.4% 395 $203K
Whipplewood Advisors, LLC 0.12% Add +61.7% 566 $203K
Twin Capital Management Inc. 0.02% No change 395 $203K
Birchcreek Wealth Management, LLC 0.13% No change 394 $202K
RMR Capital Management, LLC 0.15% Add +5.4% 393 $202K
Wbi Investments, LLC 0.05% New 393 $202K
Heritage Oak Wealth Advisors LLC 0.09% New 392 $201K
Archer Investment Management, LLC 0.14% Reduce -10.8% 390 $200K
Elgethun Capital Management 0.04% Add +6.9% 385 $198K
Hoey Investments, Inc. 0.04% Add +12700.0% 384 $197K
Bellevue Asset Management, LLC 0.11% Add +133.3% 378 $194K
one8zero8, LLC 0.04% Reduce -0.3% 356 $183K
Financial Gravity Asset Management, Inc. 0.04% — 350 $180K
Provident Wealth Management, LLC 0.06% Add +93.8% 343 $176K
Westend Capital Management, LLC 0.07% Add +180.2% 339 $174K
Union Savings Bank 0.08% Reduce -22.0% 336 $173K
Cary Street Partners Investment Advisory LLC 0.10% Add +221.4% 331 $170K
Field & Main Bank 0.06% No change 322 $165K
North Capital, Inc. 0.16% — 322 $165K
PEAK6 LLC 0.01% Reduce -48.0% 319 $164K
Pin Oak Investment Advisors Inc. 0.12% Add +0.9% 349 $159K
Roxbury Financial LLC 0.16% No change 290 $159K
Kings Path Partners LLC 0.08% No change 305 $157K
Wagner Wealth Management, LLC 0.04% Reduce -10.4% 303 $155K
Capital Advisors, Ltd. LLC 0.02% No change 301 $155K
Arcadia Investment Management Corp. 0.03% No change 301 $155K
Register Financial Advisors LLC 0.08% Add +7.6% 297 $152K
Optimum Investment Advisors 0.07% No change 295 $152K
Anderson Financial Strategies, LLC 0.09% No change 294 $151K
Keener Financial Planning LLC 0.10% Add +3.5% 294 $151K
Loomis Sayles & Co. L P 0.00% Reduce -39.6% 290 $149K
IFS Advisors, LLC 0.12% Reduce -7.4% 289 $149K
Tucker Asset Management LLC 0.05% Reduce -73.9% 287 $147K
2UniFi Bank 0.09% No change 265 $145K
Abound Financial, LLC 0.07% New 278 $143K
Capital A Wealth Management, LLC 0.14% Reduce -20.2% 264 $136K
AllSquare Wealth Management LLC 0.08% No change 256 $132K
Centennial Bank 0.06% New 254 $131K
Chesapeake Asset Management LLC 0.12% Add +14.1% 251 $129K
Avalon Trust Co 0.01% Reduce -30.0% 245 $126K
Burkett Financial Services, LLC 0.05% Add +3.9% 242 $124K
Rowlandmiller & Partners.adv 0.03% Add +1.3% 238 $123K
Frisco Financial Planning LLC 0.12% Add +0.4% 236 $121K
WFA Asset Management Corp 0.06% Reduce -4.9% 251 $121K
Jackson Hole Capital Partners, LLC 0.02% No change 230 $118K
Chelsea Counsel Co. 0.06% No change 228 $117K
Joseph Group Capital Management 0.04% Add +1.4% 225 $115K
Fortis Group Advisors, LLC 0.02% Reduce -75.4% 221 $114K
Breakwater Investment Management 0.05% Reduce -2.7% 219 $113K
REAP Financial Group, LLC 0.03% No change 218 $112K
Accredited Wealth Management, LLC 0.09% Add +10.3% 215 $110K
Wood Tarver Financial Group, LLC 0.04% Add +31.7% 212 $109K
BTG Pactual Asset Management US LLC 0.01% Add +29.4% 211 $108K
Accent Capital Management, LLC 0.06% Add +600.0% 210 $108K
American National Bank & Trust 0.01% Reduce -25.5% 207 $106K
Park Square Financial Group, LLC 0.08% Add +11.5% 204 $105K
PFS Partners, LLC 0.06% Reduce -3.4% 202 $104K
Gold Investment Management Ltd. 0.04% No change 199 $102K
Game Plan Financial Advisors, LLC 0.06% No change 197 $101K
Spectrum Wealth Counsel, LLC 0.01% Reduce -20.4% 195 $100K
Evergreen Private Wealth LLC 0.05% New 190 $98K
PSI Advisors, LLC 0.03% Add +4625.0% 189 $97K
Global Trust Asset Management, LLC 0.06% Reduce -69.3% 186 $96K
FSA Wealth Management LLC 0.04% Add +375.6% 956 $94K
Pinney & Scofield, Inc. 0.07% No change 183 $94K
FSC Wealth Advisors, LLC 0.06% Reduce -98.6% 183 $94K
Capital Investment Counsel, Inc 0.01% Reduce -1.6% 180 $93K
Oakworth Capital, Inc. 0.01% Reduce -6.5% 173 $89K
Bank & Trust Co 0.07% No change 172 $88K
Davis Capital Management 0.07% No change 170 $87K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 170 $87K
CNB Bank 0.04% No change 164 $84K
Harris Associates (Oakmark Funds) 0.00% New 156 $80K
Goodman Advisory Group, LLC 0.02% New 153 $79K
Woodard & Co. Asset Management Group Inc. 0.02% No change 152 $78K
CarsonAllaria Wealth Management, Ltd. 0.04% No change 150 $78K
Acima Private Wealth, LLC 0.03% No change 150 $77K
Costello Asset Management, INC 0.03% Add +113.0% 147 $75K
Briaud Financial Planning Inc 0.03% No change 145 $74K
Truvestments Capital LLC 0.02% No change 142 $73K
SIMA Wealth Partners, LLC 0.06% Add +2.9% 141 $73K
Vision Financial Markets LLC 0.08% No change 141 $72K
CGC Financial Services, LLC 0.03% Reduce -10.8% 140 $72K
Your Advocates Ltd., LLP 0.03% Add +160.4% 138 $71K
Mechanics Financial Corp 0.03% Add +9.5% 138 $71K
Inlight Wealth Management, LLC 0.04% New 137 $70K
Painted Porch Advisors LLC 0.03% Add +7.3% 133 $69K
Lummis Asset Management, LP 0.05% Add +850.0% 133 $68K
Mowery & Schoenfeld Wealth Management, LLC 0.13% Add +98.5% 131 $67K
Financial Network Wealth Advisors LLC 0.09% No change 129 $66K
Motco 0.01% Reduce -21.8% 129 $66K
Founders Capital Management 0.04% No change 128 $66K
Elevation Wealth Partners, LLC 0.03% Reduce -3.0% 127 $65K
Hexagon Capital Partners LLC 0.01% Add +373.1% 123 $63K
Morton Brown Family Wealth, LLC 0.02% Add +207.7% 120 $62K
WPG Advisers, LLC 0.06% No change 116 $60K
FWL Investment Management, LLC 0.02% No change 115 $59K
Navigoe, LLC 0.05% No change 114 $58K
Marshall & Sterling Wealth Advisors Inc. 0.04% No change 106 $54K
Deane Retirement Strategies, Inc. 0.03% Reduce -40.9% 104 $53K
Morris Financial Concepts, Inc. 0.02% No change 104 $53K
1620 Investment Advisors, Inc. 0.04% Add +232.3% 103 $53K
Zeit Capital LLC 0.04% No change 102 $52K
Stone House Investment Management, LLC 0.01% New 101 $52K
Kennebec Savings Bank 0.05% Reduce -71.7% 99 $51K
von Borstel & Associates, Inc. 0.01% New 98 $50K
Legacy Wealth Managment, LLC 0.04% Reduce -24.6% 95 $49K
Kiker Wealth Management, LLC 0.03% Add +333.3% 91 $47K
Elevate Wealth Advisory, Inc. 0.03% Add +83.7% 90 $47K
Eukles Asset Management 0.02% Add +3.5% 90 $46K
Sherman Asset Management, Inc. 0.04% Reduce -8.3% 89 $46K
West Oak Capital, LLC 0.02% Reduce -38.7% 84 $43K
EPG Wealth Management LLC 0.01% No change 83 $43K
Lord & Richards Wealth Management, LLC 0.05% New 78 $40K
Putney Financial Group LLC 0.04% No change 78 $40K
Garland Capital Management Inc. 0.03% No change 72 $37K
Matrix Private Capital Group LLC 0.02% No change 65 $33K
Punch & Associates Investment Management, Inc. 0.00% Reduce -94.7% 62 $32K
Atwood & Palmer Inc. 0.00% No change 61 $31K
Clarity Asset Management, Inc. 0.02% Reduce -78.7% 57 $29K
Mark Sheptoff Financial Planning, LLC 0.02% No change 57 $29K
Redmont Wealth Advisors LLC 0.06% New 56 $29K
Atala Financial Inc 0.02% New 55 $28K
Innovative Advisory Group, LLC 0.02% No change 43 $22K
Rise Advisors, LLC 0.01% New 42 $22K
Ballast Advisors LLC 0.01% New 40 $21K
Horrell Capital Management, Inc. 0.01% No change 38 $20K
Thompson Investment Management, Inc. 0.00% No change 38 $20K
Milestone Investment Advisors LLC 0.01% No change 37 $19K
Asset Management One Co., Ltd. 0.00% Reduce -38.6% 35 $18K
Crowley Wealth Management, Inc. 0.01% Add +11.1% 30 $15K
Contravisory Investment Management, Inc. 0.00% No change 29 $15K
Bare Financial Services, Inc 0.01% No change 28 $14K
Aviso Financial Inc. 0.00% No change 28 $14K
Compass Wealth Management LLC 0.00% Reduce -32.5% 27 $14K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 25 $13K
Nordwand Advisors, LLC 0.00% No change 24 $12K
Decker Retirement Planning Inc. 0.01% Reduce -96.7% 23 $12K
Hughes Financial Services, LLC 0.00% New 23 $12K
Kozak & Associates, Inc. 0.00% No change 22 $11K
SJS Investment Consulting Inc. 0.00% No change 20 $10K
Broadwater Capital Management LLC 0.01% No change 20 $10K
Arvest Investments, Inc. 0.00% No change 18 $9K
Valued Wealth Advisors LLC 0.01% No change 17 $9K
Central Pacific Bank - Trust Division 0.00% No change 17 $9K
Winthrop Capital Management, LLC 0.00% No change 13 $7K
Sound Financial Strategies Group, LLC 0.01% No change 13 $7K
Horizon Financial Services, LLC 0.00% No change 13 $7K
ROSS\JOHNSON & Associates LLC 0.11% No change 13 $7K
Winch Advisory Services, LLC 0.00% Reduce -95.8% 12 $6K
Rice Partnership, LLC 0.00% No change 12 $6K
ZynergyRetirementPlanningLLC 0.00% No change 10 $5K
MGB Wealth Management, LLC 0.00% No change 10 $5K
True Wealth Design, LLC 0.00% New 9 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 9 $5K
Bay Harbor Wealth Management, LLC 0.00% No change 8 $4K
Luminist Capital LLC 0.00% Reduce -94.0% 8 $4K
Graybill Wealth Management, LTD. 0.00% — 8 $4K
Aberdeen Wealth Management LLC 0.00% Reduce -92.4% 7 $4K
Richard W. Paul & Associates, LLC 0.00% Reduce -85.7% 6 $3K
Gould Capital, LLC 0.00% No change 6 $3K
Wealth Preservation Advisors, LLC 0.00% — 6 $3K
Principia Wealth Advisory, LLC 0.00% No change 6 $3K
Friedenthal Financial 0.00% New 5 $3K
Perritt Capital Management Inc 0.00% No change 5 $3K
Front Row Advisors LLC 0.00% Add +400.0% 5 $3K
Parkworth Wealth Management, Inc. 0.00% New 4 $2K
POM Investment Strategies, LLC 0.00% No change 4 $2K
Covestor Ltd 0.00% No change 3 $2K
Pension & Wealth Management Advisors, Inc. 0.00% No change 3 $2K
Pflug Koory, LLC 0.00% No change 3 $2K
Lowe Wealth Advisors, LLC 0.00% No change 2 $1K
Flaharty Asset Management, LLC 0.00% New 2 $1K
Evelyn Partners Investment Management LLP 0.00% No change 2 $1K
Wellington Shields & Co., LLC 0.00% No change 1 $514
NewSquare Capital LLC 0.00% Reduce -99.8% 1 $447

"% of holder's portfolio" is VOO's weight in each manager's 13F, not the share of Vanguard S&P 500 ETF the manager owns.